WESPAC Advisors’s M&T Bank MTB Stock Holding History

WESPAC Advisors’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,387	Closed	-$202K	–	174
2021 Q2	$202K	Buy	+1,387	New	+$217K	0.39%	95

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WESPAC Advisors's MTB Position: Q3 2021 in Review

WESPAC Advisors sold out of M&T Bank (MTB) in Q3 2021, closing a stake of 1,387 shares — an estimated $202K sold.

WESPAC Advisors first reported a position in MTB in Q2 2021 and held it in 1 quarter. The position peaked at $202K in Q2 2021. 646 funds tracked by Wall St. Rank hold MTB as of Q3 2021.

WESPAC Advisors reported no remaining M&T Bank position as of Q3 2021 after selling out during the quarter.
WESPAC Advisors sold 1,387 M&T Bank shares in Q3 2021, an estimated $202K.
WESPAC Advisors first reported a position in M&T Bank in Q2 2021 and held it in 1 quarter.
WESPAC Advisors's M&T Bank position peaked at $202K in Q2 2021.
646 funds tracked by Wall St. Rank held M&T Bank as of Q3 2021.

Based on WESPAC Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.