Altium Wealth Management’s Mizuho Financial MFG Stock Holding History

Altium Wealth 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
2022 Q2	$534K	Sell	238,263 -13,780	-5%	-$32.5K	0.04%	229
2022 Q1	$648K	Buy	252,043 +37,137	+17%	+$102K	0.04%	222
2021 Q4	$548K	Sell	214,906 -29,230	-12%	-$77.1K	0.04%	232
2021 Q3	$693K	Buy	244,136 +11,574	+5%	+$33.3K	0.05%	180
2021 Q2	$663K	Buy	232,562 +18,302	+9%	+$54.6K	0.05%	181
2021 Q1	$623K	Buy	214,260 +14,439	+7%	+$42K	0.05%	181
2020 Q4	$510K	Buy	199,821 +699	+0.4%	+$1.8K	0.05%	191
2020 Q3	$508K	Buy	199,122 +34,219	+21%	+$89.9K	0.05%	164
2020 Q2	$407K	Buy	164,903 +72,529	+79%	+$172K	0.05%	221
2020 Q1	$213K	Buy	+92,374	New	+$252K	0.03%	288

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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

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

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

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

Altium Wealth Management's MFG Position: Q2 2022 in Review

Altium Wealth Management reduced its Mizuho Financial (MFG) stake by 5.5% in Q2 2022, selling an estimated $32.5K and leaving 238,263 shares worth $534K. The position accounts for 0.04% of the portfolio, ranked #229.

Altium Wealth Management first reported a position in MFG in Q1 2020 and has held it in 10 quarters since. The position peaked at $693K in Q3 2021. 135 funds tracked by Wall St. Rank hold MFG as of Q2 2022.

Altium Wealth Management held 238,263 shares of Mizuho Financial worth $534K as of Q2 2022.
Altium Wealth Management sold 13,780 Mizuho Financial shares in Q2 2022, an estimated $32.5K.
Mizuho Financial made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #229 holding.
Altium Wealth Management first reported a position in Mizuho Financial in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's Mizuho Financial position peaked at $693K in Q3 2021.
135 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.