CA
MUFG icon

Cetera Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cetera 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
2024
Q1 		$131K Buy
+12,847
New +$124K ﹤0.01% 2280
2023
Q2 		– Sell
-28,578
Closed -$183K – 1723
2023
Q1 		$183K Buy
+28,578
New +$200K ﹤0.01% 1499

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Cetera Advisors's MUFG Position: Q1 2024 in Review

Cetera Advisors opened a new position in Mitsubishi UFJ Financial (MUFG) in Q1 2024: 12,847 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #2280 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in MUFG as recently as Q1 2023.

Cetera Advisors first reported a position in MUFG in Q1 2023 and has held it in 2 quarters since. The position peaked at $183K in Q1 2023. 382 funds tracked by Wall St. Rank hold MUFG as of Q1 2024.

  • Cetera Advisors held 12,847 shares of Mitsubishi UFJ Financial worth $131K as of Q1 2024.
  • Mitsubishi UFJ Financial was a new Cetera Advisors position in Q1 2024.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2280 holding.
  • Cetera Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2023 and has held it in 2 quarters since.
  • Cetera Advisors's Mitsubishi UFJ Financial position peaked at $183K in Q1 2023.
  • 382 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.