West Paces Advisors’s M&T Bank MTB Stock Holding History

West Paces 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
2024 Q1	–	Hold	0	–	–	–	656
2023 Q4	–	Hold	0	–	–	–	625
2022 Q1	–	Hold	0	–	–	–	619
2021 Q4	–	Hold	0	–	–	–	618
2020 Q3	–	Sell	-45	Closed	-$4.68K	–	427
2020 Q2	$4.68K	Sell	45 -8	-15%	-$845	﹤0.01%	373
2020 Q1	$5.48K	Sell	53 -28	-35%	-$4.12K	﹤0.01%	357
2019 Q4	$13.8K	Hold	81	–	–	0.01%	316
2019 Q3	$12.8K	Hold	81	–	–	0.01%	299
2019 Q2	$13.8K	Hold	81	–	–	0.01%	281
2019 Q1	$12.7K	Hold	81	–	–	0.01%	297
2018 Q4	$11.6K	Hold	81	–	–	0.01%	301
2018 Q3	$13.3K	Hold	81	–	–	0.01%	299
2018 Q2	$13.8K	Buy	81 +8	+11%	+$1.43K	0.01%	295
2018 Q1	$13.5K	Hold	73	–	–	0.01%	288
2017 Q4	$12.5K	Hold	73	–	–	0.01%	312
2017 Q3	$11.8K	Hold	73	–	–	0.01%	315
2017 Q2	$11.8K	Hold	73	–	–	0.01%	312
2017 Q1	$11.3K	Hold	73	–	–	0.01%	314
2016 Q4	$11.4K	Buy	+73	New	+$9.88K	0.01%	319

Other funds holding MTB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return