AWM
MUFG icon

AE Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

AE Wealth Management’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
-28,782
Closed -$265K – 1683
2023
Q4 		$265K Sell
28,782
-5,887
-17% -$49.7K ﹤0.01% 1774
2023
Q3 		$294K Buy
34,669
+590
+2% +$4.71K ﹤0.01% 1622
2023
Q2 		$251K Buy
+34,079
New +$227K ﹤0.01% 1671
2020
Q1 		– Sell
-16,209
Closed -$88K – 1228
2019
Q4 		$88K Buy
16,209
+2,672
+20% +$14.1K ﹤0.01% 1091
2019
Q3 		$69K Buy
13,537
+1,244
+10% +$6.1K ﹤0.01% 960
2019
Q2 		$58K Buy
+12,293
New +$59K ﹤0.01% 941
2018
Q3 		– Sell
-11,710
Closed -$66K – 620
2018
Q2 		$66K Sell
11,710
-167
-1% -$1.06K ﹤0.01% 442
2018
Q1 		$79K Sell
11,877
-625
-5% -$4.55K 0.01% 431
2017
Q4 		$91K Buy
12,502
+98
+0.8% +$668 0.01% 408
2017
Q3 		$80K Sell
12,404
-33
-0.3% -$208 0.01% 395
2017
Q2 		$84K Buy
+12,437
New +$79.2K 0.01% 375

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

AE Wealth Management's MUFG Position: Q1 2024 in Review

AE Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2024, closing a stake of 28,782 shares — an estimated $265K sold.

AE Wealth Management first reported a position in MUFG in Q2 2017 and held it in 11 quarters. The position peaked at $294K in Q3 2023. 382 funds tracked by Wall St. Rank hold MUFG as of Q1 2024.

  • AE Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 28,782 Mitsubishi UFJ Financial shares in Q1 2024, an estimated $265K.
  • AE Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2017 and held it in 11 quarters.
  • AE Wealth Management's Mitsubishi UFJ Financial position peaked at $294K in Q3 2023.
  • 382 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.