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Arkadios Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-3,484
Closed -$20K – 1321
2021
Q3 		$20K Buy
+3,484
New +$19.3K ﹤0.01% 1217

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PPA
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Northern Trust
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Goldman Sachs
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's MUFG Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2021, closing a stake of 3,484 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in MUFG in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 235 funds tracked by Wall St. Rank hold MUFG as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,484 Mitsubishi UFJ Financial shares in Q4 2021, an estimated $20K.
  • Arkadios Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Mitsubishi UFJ Financial position peaked at $20K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.