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Avior Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Avior Wealth Management’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
-1,019
Closed -$11.9K – 1747
2024
Q4 		$11.9K Hold
1,019
– – ﹤0.01% 1560
2024
Q3 		$10.4K Sell
1,019
-49
-5% -$517 ﹤0.01% 1547
2024
Q2 		$11.5K Buy
1,068
+88
+9% +$892 ﹤0.01% 1473
2024
Q1 		$10K Buy
980
+590
+151% +$5.71K ﹤0.01% 1869
2023
Q4 		$3.36K Sell
390
-10
-3% -$84 ﹤0.01% 1245
2023
Q3 		$3.4K Sell
400
-93
-19% -$742 ﹤0.01% 1303
2023
Q2 		$3.63K Buy
493
+96
+24% +$639 ﹤0.01% 1264
2023
Q1 		$2.54K Buy
+397
New +$2.78K ﹤0.01% 1368

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Avior Wealth Management's MUFG Position: Q1 2025 in Review

Avior Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2025, closing a stake of 1,019 shares — an estimated $11.9K sold.

Avior Wealth Management first reported a position in MUFG in Q1 2023 and held it in 8 quarters. The position peaked at $11.9K in Q4 2024. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Avior Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,019 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $11.9K.
  • Avior Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Mitsubishi UFJ Financial position peaked at $11.9K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.