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Baker Avenue Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Baker Avenue Asset 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
2023
Q2 		– Sell
-305
Closed -$1.95K – 1705
2023
Q1 		$1.95K Buy
+305
New +$2.13K ﹤0.01% 995

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Dimensional Fund Advisors
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Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baker Avenue Asset Management's MUFG Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2023, closing a stake of 305 shares — an estimated $1.95K sold.

Baker Avenue Asset Management first reported a position in MUFG in Q1 2023 and held it in 1 quarter. The position peaked at $1.95K in Q1 2023. 304 funds tracked by Wall St. Rank hold MUFG as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 305 Mitsubishi UFJ Financial shares in Q2 2023, an estimated $1.95K.
  • Baker Avenue Asset Management first reported a position in Mitsubishi UFJ Financial in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Mitsubishi UFJ Financial position peaked at $1.95K in Q1 2023.
  • 304 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.