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Capital Planning Advisors’s Mizuho Financial MFG Stock Holding History

Capital Planning Advisors’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
-18,755
Closed -$41K – 128
2022
Q3 		$41K Buy
18,755
+3,140
+20% +$7.3K 0.01% 121
2022
Q2 		$35K Sell
15,615
-23,055
-60% -$54.4K 0.01% 131
2022
Q1 		$99K Buy
38,670
+22,970
+146% +$62.9K 0.02% 161
2021
Q4 		$40K Buy
+15,700
New +$41.4K 0.01% 159

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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

Capital Planning Advisors's MFG Position: Q4 2022 in Review

Capital Planning Advisors sold out of Mizuho Financial (MFG) in Q4 2022, closing a stake of 18,755 shares — an estimated $41K sold.

Capital Planning Advisors first reported a position in MFG in Q4 2021 and held it in 4 quarters. The position peaked at $99K in Q1 2022. 152 funds tracked by Wall St. Rank hold MFG as of Q4 2022.

  • Capital Planning Advisors reported no remaining Mizuho Financial position as of Q4 2022 after selling out during the quarter.
  • Capital Planning Advisors sold 18,755 Mizuho Financial shares in Q4 2022, an estimated $41K.
  • Capital Planning Advisors first reported a position in Mizuho Financial in Q4 2021 and held it in 4 quarters.
  • Capital Planning Advisors's Mizuho Financial position peaked at $99K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2022.

Based on Capital Planning Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.