YorkBridge Wealth Partners’s M&T Bank MTB Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	–	Sell	-1,960	Closed	-$346K	–	270
2022 Q3	$346K	Sell	1,960 -1,305	-40%	-$231K	0.09%	168
2022 Q2	$520K	Sell	3,265 -229	-7%	-$38.5K	0.14%	124
2022 Q1	$592K	Buy	+3,494	New	+$616K	0.13%	125
2019 Q3	–	Sell	-125	Closed	-$21K	–	482
2019 Q2	$21K	Hold	125	–	–	0.01%	469
2019 Q1	$20K	Buy	+125	New	+$20.5K	0.01%	468

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

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

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

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

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

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

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

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

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

YorkBridge Wealth Partners's MTB Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of M&T Bank (MTB) in Q4 2022, closing a stake of 1,960 shares — an estimated $346K sold.

YorkBridge Wealth Partners first reported a position in MTB in Q1 2019 and held it in 5 quarters. The position peaked at $592K in Q1 2022. 895 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

YorkBridge Wealth Partners reported no remaining M&T Bank position as of Q4 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,960 M&T Bank shares in Q4 2022, an estimated $346K.
YorkBridge Wealth Partners first reported a position in M&T Bank in Q1 2019 and held it in 5 quarters.
YorkBridge Wealth Partners's M&T Bank position peaked at $592K in Q1 2022.
895 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.