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

Win 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
2023 Q1	–	Sell	-38	Closed	-$5.51K	–	103
2022 Q4	$5.51K	Hold	38	–	–	﹤0.01%	117
2022 Q3	$7K	Hold	38	–	–	﹤0.01%	102
2022 Q2	$6K	Sell	38 -959	-96%	-$161K	0.01%	134
2022 Q1	$169K	Buy	+997	New	+$176K	0.04%	59

Other funds holding MTB

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Win Advisors's MTB Position: Q1 2023 in Review

Win Advisors sold out of M&T Bank (MTB) in Q1 2023, closing a stake of 38 shares — an estimated $5.51K sold.

Win Advisors first reported a position in MTB in Q1 2022 and held it in 4 quarters. The position peaked at $169K in Q1 2022. 825 funds tracked by Wall St. Rank hold MTB as of Q1 2023.

Win Advisors reported no remaining M&T Bank position as of Q1 2023 after selling out during the quarter.
Win Advisors sold 38 M&T Bank shares in Q1 2023, an estimated $5.51K.
Win Advisors first reported a position in M&T Bank in Q1 2022 and held it in 4 quarters.
Win Advisors's M&T Bank position peaked at $169K in Q1 2022.
825 funds tracked by Wall St. Rank held M&T Bank as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.