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Capital Planning Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Capital Planning 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
2022
Q2 		– Sell
-12,109
Closed -$75K – 158
2022
Q1 		$75K Buy
+12,109
New +$75.2K 0.02% 163

Other funds holding MUFG

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Morgan Stanley
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Planning Advisors's MUFG Position: Q2 2022 in Review

Capital Planning Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2022, closing a stake of 12,109 shares — an estimated $75K sold.

Capital Planning Advisors first reported a position in MUFG in Q1 2022 and held it in 1 quarter. The position peaked at $75K in Q1 2022. 258 funds tracked by Wall St. Rank hold MUFG as of Q2 2022.

  • Capital Planning Advisors reported no remaining Mitsubishi UFJ Financial position as of Q2 2022 after selling out during the quarter.
  • Capital Planning Advisors sold 12,109 Mitsubishi UFJ Financial shares in Q2 2022, an estimated $75K.
  • Capital Planning Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2022 and held it in 1 quarter.
  • Capital Planning Advisors's Mitsubishi UFJ Financial position peaked at $75K in Q1 2022.
  • 258 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2022.

Based on Capital Planning Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.