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Aveo Capital Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Aveo Capital Partners’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
2025
Q1 		– Sell
-20,154
Closed -$236K – 283
2024
Q4 		$236K Hold
20,154
– – 0.03% 317
2024
Q3 		$205K Hold
20,154
– – 0.02% 331
2024
Q2 		$218K Sell
20,154
-3,475
-15% -$35.2K 0.02% 300
2024
Q1 		$240K Buy
+23,629
New +$229K 0.03% 323

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Aveo Capital Partners's MUFG Position: Q1 2025 in Review

Aveo Capital Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2025, closing a stake of 20,154 shares — an estimated $236K sold.

Aveo Capital Partners first reported a position in MUFG in Q1 2024 and held it in 4 quarters. The position peaked at $240K in Q1 2024. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Aveo Capital Partners reported no remaining Mitsubishi UFJ Financial position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 20,154 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $236K.
  • Aveo Capital Partners first reported a position in Mitsubishi UFJ Financial in Q1 2024 and held it in 4 quarters.
  • Aveo Capital Partners's Mitsubishi UFJ Financial position peaked at $240K in Q1 2024.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.