Buckingham Strategic Wealth’s Mizuho Financial MFG Stock Holding History

Buckingham Strategic Wealth’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	-46,301	Closed	-$102K	–	645
2022 Q3	$102K	Buy	46,301 +26,909	+139%	+$62.6K	﹤0.01%	571
2022 Q2	$43K	Buy	+19,392	New	+$45.8K	﹤0.01%	589
2017 Q1	–	Sell	-21,471	Closed	-$77K	–	265
2016 Q4	$77K	Hold	21,471	–	–	0.02%	227
2016 Q3	$72K	Sell	21,471 -11,234	-34%	-$36.5K	0.02%	225
2016 Q2	$93K	Buy	32,705 +21,471	+191%	+$64.7K	0.03%	236
2016 Q1	$33K	Sell	11,234 -1,311	-10%	-$4.26K	0.01%	236
2015 Q4	$51K	Buy	12,545 +1,311	+12%	+$5.31K	0.02%	207
2015 Q3	$42K	Hold	11,234	–	–	0.01%	210
2015 Q2	$49K	Hold	11,234	–	–	0.02%	222
2015 Q1	$40K	Hold	11,234	–	–	0.02%	216
2014 Q4	$38K	Buy	+11,234	New	+$39.1K	0.01%	201

Other funds holding MFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Buckingham Strategic Wealth's MFG Position: Q4 2022 in Review

Buckingham Strategic Wealth sold out of Mizuho Financial (MFG) in Q4 2022, closing a stake of 46,301 shares — an estimated $102K sold.

Buckingham Strategic Wealth first reported a position in MFG in Q4 2014 and held it in 11 quarters. The position peaked at $102K in Q3 2022. 152 funds tracked by Wall St. Rank hold MFG as of Q4 2022.

Buckingham Strategic Wealth reported no remaining Mizuho Financial position as of Q4 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 46,301 Mizuho Financial shares in Q4 2022, an estimated $102K.
Buckingham Strategic Wealth first reported a position in Mizuho Financial in Q4 2014 and held it in 11 quarters.
Buckingham Strategic Wealth's Mizuho Financial position peaked at $102K in Q3 2022.
152 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.