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BRWA
B. Riley Wealth Advisors’s
Mitsubishi UFJ Financial
MUFG
Stock Holding History
B. Riley Wealth Advisors’s Portfolio
MUFG Stock Details
MUFG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-15,120
Closed
-$128K
–
1530
2024
Q1
$128K
Buy
+15,120
New
+$146K
﹤0.01%
1332
2023
Q4
–
Sell
-15,120
Closed
-$128K
–
1467
2023
Q3
$128K
Buy
15,120
+4,986
+49%
+$39.8K
﹤0.01%
1332
2023
Q2
$74.7K
Sell
10,134
-2,493
-20%
-$16.6K
﹤0.01%
1460
2023
Q1
$80.7K
Buy
12,627
+1,736
+16%
+$12.1K
﹤0.01%
1405
2022
Q4
$72.6K
Buy
+10,891
New
+$56.4K
﹤0.01%
1391
2016
Q1
–
Sell
-20,978
Closed
-$132K
–
591
2015
Q4
$132K
Buy
20,978
+1,489
+8%
+$9.62K
0.03%
513
2015
Q3
$119K
Buy
19,489
+1,624
+9%
+$11K
0.03%
502
2015
Q2
$129K
Sell
17,865
-3,105
-15%
-$22.1K
0.03%
488
2015
Q1
$301K
Sell
20,970
-14,740
-41%
-$87.5K
0.07%
355
2014
Q4
$1.06K
Buy
35,710
+10,380
+41%
+$57.8K
0.02%
728
2014
Q3
$142K
Buy
25,330
+1,500
+6%
+$8.76K
0.04%
547
2014
Q2
$147K
Buy
+23,830
New
+$135K
0.03%
570
2014
Q1
–
Sell
-8,600
Closed
-$57K
–
775
2013
Q4
$57K
Sell
8,600
-2,510
-23%
-$16.1K
0.02%
649
2013
Q3
$71K
Buy
11,110
+4,465
+67%
+$28.4K
0.02%
604
2013
Q2
$41K
Buy
+6,645
New
+$42.6K
0.01%
675
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1-Year Est. Return
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$871B AUM
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1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
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$757B AUM
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1-Year Est. Return
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$5.72T AUM
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1-Year Est. Return
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$295B AUM
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1-Year Est. Return
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$34.7B AUM
29.45%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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