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Baker Avenue Asset Management’s Mizuho Financial MFG Stock Holding History

Baker Avenue Asset Management’s Portfolio MFG Stock Details MFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,891
Closed -$23.6K – 1041
2023
Q3 		$23.6K Hold
6,891
– – ﹤0.01% 630
2023
Q2 		$21.2K Sell
6,891
-489
-7% -$1.45K ﹤0.01% 638
2023
Q1 		$20.8K Buy
7,380
+489
+7% +$1.5K ﹤0.01% 660
2022
Q4 		$19.6K Buy
+6,891
New +$16.2K ﹤0.01% 615

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Baker Avenue Asset Management's MFG Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Mizuho Financial (MFG) in Q4 2023, closing a stake of 6,891 shares — an estimated $23.6K sold.

Baker Avenue Asset Management first reported a position in MFG in Q4 2022 and held it in 4 quarters. The position peaked at $23.6K in Q3 2023. 209 funds tracked by Wall St. Rank hold MFG as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Mizuho Financial position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 6,891 Mizuho Financial shares in Q4 2023, an estimated $23.6K.
  • Baker Avenue Asset Management first reported a position in Mizuho Financial in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Mizuho Financial position peaked at $23.6K in Q3 2023.
  • 209 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.