BWP
MFG icon

BSW Wealth Partners’s Mizuho Financial MFG Stock Holding History

BSW Wealth Partners’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
2020
Q3 		– Sell
-13,176
Closed -$33K – 159
2020
Q2 		$33K Buy
+13,176
New +$31.3K 0.01% 142
2020
Q1 		– Sell
-10,570
Closed -$33K – 125
2019
Q4 		$33K Buy
+10,570
New +$32.9K 0.01% 129

Other funds holding MFG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
TAIM
Te Ahumairangi Investment Management Wellington, New Zealand $597M AUM 16.88% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BSW Wealth Partners's MFG Position: Q3 2020 in Review

BSW Wealth Partners sold out of Mizuho Financial (MFG) in Q3 2020, closing a stake of 13,176 shares — an estimated $33K sold.

BSW Wealth Partners first reported a position in MFG in Q4 2019 and held it in 2 quarters. The position peaked at $33K in Q2 2020. 102 funds tracked by Wall St. Rank hold MFG as of Q3 2020.

  • BSW Wealth Partners reported no remaining Mizuho Financial position as of Q3 2020 after selling out during the quarter.
  • BSW Wealth Partners sold 13,176 Mizuho Financial shares in Q3 2020, an estimated $33K.
  • BSW Wealth Partners first reported a position in Mizuho Financial in Q4 2019 and held it in 2 quarters.
  • BSW Wealth Partners's Mizuho Financial position peaked at $33K in Q2 2020.
  • 102 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2020.

Based on BSW Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.