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Alera Investment Advisors’s Mizuho Financial MFG Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$74.3K Sell
17,766
-7,568
-30% -$31.6K 0.01% 291
2024
Q2 		$107K Buy
25,334
+13,905
+122% +$55.1K 0.01% 272
2024
Q1 		$45.5K Buy
11,429
+402
+4% +$1.5K 0.01% 169
2023
Q4 		$37.9K Buy
11,027
+380
+4% +$1.29K 0.01% 167
2023
Q3 		$36.5K Sell
10,647
-161
-1% -$535 0.01% 160
2023
Q2 		$33.2K Hold
10,808
– – 0.01% 172
2023
Q1 		$30.5K Hold
10,808
– – 0.01% 170
2022
Q4 		$30.7K Sell
10,808
-373
-3% -$879 0.01% 176
2022
Q3 		$25K Buy
11,181
+57
+0.5% +$133 0.01% 171
2022
Q2 		$25K Buy
11,124
+35
+0.3% +$83 0.01% 183
2022
Q1 		$28K Buy
+11,089
New +$30.4K 0.01% 184
2019
Q2 		– Sell
-1,654
Closed -$5K – 627
2019
Q1 		$5K Sell
1,654
-1,321
-44% -$4.14K ﹤0.01% 634
2018
Q4 		$9K Buy
+2,975
New +$9.86K 0.01% 461

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Alera Investment Advisors's MFG Position: Q3 2024 in Review

Alera Investment Advisors reduced its Mizuho Financial (MFG) stake by 30% in Q3 2024, selling an estimated $31.6K and leaving 17,766 shares worth $74.3K. The position accounts for 0.01% of the portfolio, ranked #291.

Alera Investment Advisors first reported a position in MFG in Q4 2018 and has held it in 13 quarters since. The position peaked at $107K in Q2 2024. 263 funds tracked by Wall St. Rank hold MFG as of Q3 2024.

  • Alera Investment Advisors held 17,766 shares of Mizuho Financial worth $74.3K as of Q3 2024.
  • Alera Investment Advisors sold 7,568 Mizuho Financial shares in Q3 2024, an estimated $31.6K.
  • Mizuho Financial made up 0.01% of Alera Investment Advisors's portfolio in Q3 2024, its #291 holding.
  • Alera Investment Advisors first reported a position in Mizuho Financial in Q4 2018 and has held it in 13 quarters since.
  • Alera Investment Advisors's Mizuho Financial position peaked at $107K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.