Advisors Asset Management’s Mizuho Financial MFG Stock Holding History

Advisors Asset Management’s Portfolio MFG Stock Details MFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-102,372	Closed	-$289K	–	1445
2023 Q1	$289K	Sell	102,372 -195	-0.2%	-$596	0.01%	1047
2022 Q4	$291K	Sell	102,567 -4,995	-5%	-$11.8K	0.01%	1062
2022 Q3	$238K	Sell	107,562 -248	-0.2%	-$577	0.01%	1103
2022 Q2	$241K	Buy	107,810 +12,835	+14%	+$30.3K	﹤0.01%	1127
2022 Q1	$244K	Buy	+94,975	New	+$260K	﹤0.01%	1183
2019 Q2	–	Sell	-34,504	Closed	-$106K	–	1581
2019 Q1	$106K	Sell	34,504 -57,657	-63%	-$181K	﹤0.01%	1508
2018 Q4	$276K	Sell	92,161 -59,377	-39%	-$197K	0.01%	1143
2018 Q3	$530K	Sell	151,538 -45,010	-23%	-$157K	0.01%	1038
2018 Q2	$666K	Sell	196,548 -34,497	-15%	-$123K	0.01%	964
2018 Q1	$857K	Buy	231,045 +12,320	+6%	+$46.4K	0.01%	900
2017 Q4	$796K	Buy	218,725 +13,432	+7%	+$48.5K	0.01%	937
2017 Q3	$729K	Sell	205,293 -14,440	-7%	-$50.7K	0.01%	961
2017 Q2	$806K	Sell	219,733 -795	-0.4%	-$2.87K	0.01%	954
2017 Q1	$814K	Sell	220,528 -33,760	-13%	-$125K	0.01%	932
2016 Q4	$913K	Buy	254,288 +14,329	+6%	+$49.9K	0.02%	917
2016 Q3	$806K	Buy	239,959 +42,403	+21%	+$138K	0.01%	941
2016 Q2	$563K	Buy	197,556 +62,711	+47%	+$189K	0.01%	1062
2016 Q1	$396K	Buy	134,845 +62,620	+87%	+$203K	0.01%	1166
2015 Q4	$292K	Buy	+72,225	New	+$293K	﹤0.01%	1300
2015 Q1	–	Sell	-41,870	Closed	-$142K	–	1818
2014 Q4	$142K	Sell	41,870 -72,027	-63%	-$251K	﹤0.01%	1399
2014 Q3	$407K	Sell	113,897 -82,186	-42%	-$317K	0.01%	1088
2014 Q2	$806K	Sell	196,083 -120,681	-38%	-$479K	0.01%	886
2014 Q1	$1.26M	Sell	316,764 -38,833	-11%	-$163K	0.02%	685
2013 Q4	$1.55M	Buy	355,597 +54,679	+18%	+$231K	0.03%	594
2013 Q3	$1.3M	Sell	300,918 -27,183	-8%	-$116K	0.02%	602
2013 Q2	$1.35M	Buy	+328,101	New	+$1.38M	0.03%	559

Other funds holding MFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Advisors Asset Management's MFG Position: Q2 2023 in Review

Advisors Asset Management sold out of Mizuho Financial (MFG) in Q2 2023, closing a stake of 102,372 shares — an estimated $289K sold.

Advisors Asset Management first reported a position in MFG in Q2 2013 and held it in 26 quarters. The position peaked at $1.55M in Q4 2013. 164 funds tracked by Wall St. Rank hold MFG as of Q2 2023.

Advisors Asset Management reported no remaining Mizuho Financial position as of Q2 2023 after selling out during the quarter.
Advisors Asset Management sold 102,372 Mizuho Financial shares in Q2 2023, an estimated $289K.
Advisors Asset Management first reported a position in Mizuho Financial in Q2 2013 and held it in 26 quarters.
Advisors Asset Management's Mizuho Financial position peaked at $1.55M in Q4 2013.
164 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2023.

Based on Advisors Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.