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Baker Tilly Wealth Management’s Mizuho Financial MFG Stock Holding History

Baker Tilly Wealth 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
2022
Q4 		– Sell
-12,042
Closed -$27K – 555
2022
Q3 		$27K Buy
+12,042
New +$28K ﹤0.01% 505
2021
Q2 		– Sell
-11,513
Closed -$34K – 502
2021
Q1 		$34K Hold
11,513
– – 0.01% 460
2020
Q4 		$29K Buy
+11,513
New +$29.7K 0.01% 336

Other funds holding MFG

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Goldman Sachs
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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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Baker Tilly Wealth Management's MFG Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of Mizuho Financial (MFG) in Q4 2022, closing a stake of 12,042 shares — an estimated $27K sold.

Baker Tilly Wealth Management first reported a position in MFG in Q4 2020 and held it in 3 quarters. The position peaked at $34K in Q1 2021. 152 funds tracked by Wall St. Rank hold MFG as of Q4 2022.

  • Baker Tilly Wealth Management reported no remaining Mizuho Financial position as of Q4 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 12,042 Mizuho Financial shares in Q4 2022, an estimated $27K.
  • Baker Tilly Wealth Management first reported a position in Mizuho Financial in Q4 2020 and held it in 3 quarters.
  • Baker Tilly Wealth Management's Mizuho Financial position peaked at $34K in Q1 2021.
  • 152 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.