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Beam Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Beam Wealth Advisors’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
2021
Q4 		– Sell
-11,348
Closed -$67K – 124
2021
Q3 		$67K Buy
+11,348
New +$63K 0.06% 141

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Goldman Sachs
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Natixis Advisors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Beam Wealth Advisors's MUFG Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2021, closing a stake of 11,348 shares — an estimated $67K sold.

Beam Wealth Advisors first reported a position in MUFG in Q3 2021 and held it in 1 quarter. The position peaked at $67K in Q3 2021. 235 funds tracked by Wall St. Rank hold MUFG as of Q4 2021.

  • Beam Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 11,348 Mitsubishi UFJ Financial shares in Q4 2021, an estimated $67K.
  • Beam Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2021 and held it in 1 quarter.
  • Beam Wealth Advisors's Mitsubishi UFJ Financial position peaked at $67K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.