American Portfolios Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

American Portfolios Advisors’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
2022 Q3	$2.19K	Hold	487	–	–	﹤0.01%	3097
2022 Q2	$2.6K	Buy	+487	New	+$2.81K	﹤0.01%	3062
2022 Q1	–	Sell	-149	Closed	-$814	–	3637
2021 Q4	$814	Sell	149 -239	-62%	-$1.35K	﹤0.01%	3353
2021 Q3	$2.3K	Buy	388 +149	+62%	+$827	﹤0.01%	3122
2021 Q2	$1.29K	Hold	239	–	–	﹤0.01%	3214
2021 Q1	$1.29K	Sell	239 -194	-45%	-$1K	﹤0.01%	3087
2020 Q4	$1.92K	Hold	433	–	–	﹤0.01%	2711
2020 Q3	$1.74K	Hold	433	–	–	﹤0.01%	2657
2020 Q2	$1.7K	Hold	433	–	–	﹤0.01%	2594
2020 Q1	$1.58K	Hold	433	–	–	﹤0.01%	2467
2019 Q4	$2.35K	Hold	433	–	–	﹤0.01%	2542
2019 Q3	$2.2K	Hold	433	–	–	﹤0.01%	2493
2019 Q2	$2.06K	Hold	433	–	–	﹤0.01%	2473
2019 Q1	$2.14K	Buy	+433	New	+$2.25K	﹤0.01%	2358

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's MUFG Position: Q3 2022 in Review

American Portfolios Advisors held its Mitsubishi UFJ Financial (MUFG) position steady in Q3 2022 at 487 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3097.

American Portfolios Advisors first reported a position in MUFG in Q1 2019 and has held it in 14 quarters since. The position peaked at $2.6K in Q2 2022. 250 funds tracked by Wall St. Rank hold MUFG as of Q3 2022.

American Portfolios Advisors held 487 shares of Mitsubishi UFJ Financial worth $2.19K as of Q3 2022.
American Portfolios Advisors left its Mitsubishi UFJ Financial share count unchanged in Q3 2022.
Mitsubishi UFJ Financial made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3097 holding.
American Portfolios Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2019 and has held it in 14 quarters since.
American Portfolios Advisors's Mitsubishi UFJ Financial position peaked at $2.6K in Q2 2022.
250 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.