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Acima Private Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Acima Private Wealth’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-478
Closed -$4.12K – 221
2023
Q4 		$4.12K Sell
478
-1,759
-79% -$14.8K ﹤0.01% 228
2023
Q3 		$19K Hold
2,237
– – 0.01% 184
2023
Q2 		$16.5K Hold
2,237
– – 0.01% 197
2023
Q1 		$14.3K Buy
+2,237
New +$15.7K 0.01% 206

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Acima Private Wealth's MUFG Position: Q1 2024 in Review

Acima Private Wealth sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2024, closing a stake of 478 shares — an estimated $4.12K sold.

Acima Private Wealth first reported a position in MUFG in Q1 2023 and held it in 4 quarters. The position peaked at $19K in Q3 2023. 382 funds tracked by Wall St. Rank hold MUFG as of Q1 2024.

  • Acima Private Wealth reported no remaining Mitsubishi UFJ Financial position as of Q1 2024 after selling out during the quarter.
  • Acima Private Wealth sold 478 Mitsubishi UFJ Financial shares in Q1 2024, an estimated $4.12K.
  • Acima Private Wealth first reported a position in Mitsubishi UFJ Financial in Q1 2023 and held it in 4 quarters.
  • Acima Private Wealth's Mitsubishi UFJ Financial position peaked at $19K in Q3 2023.
  • 382 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.