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Cherrydale Wealth Management’s Mizuho Financial MFG Stock Holding History

Cherrydale Wealth Management’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
2024
Q3 		– Sell
-13,855
Closed -$58.6K – 75
2024
Q2 		$58.6K Hold
13,855
– – 0.03% 66
2024
Q1 		$55.1K Buy
+13,855
New +$51.7K 0.03% 61

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cherrydale Wealth Management's MFG Position: Q3 2024 in Review

Cherrydale Wealth Management sold out of Mizuho Financial (MFG) in Q3 2024, closing a stake of 13,855 shares — an estimated $58.6K sold.

Cherrydale Wealth Management first reported a position in MFG in Q1 2024 and held it in 2 quarters. The position peaked at $58.6K in Q2 2024. 262 funds tracked by Wall St. Rank hold MFG as of Q3 2024.

  • Cherrydale Wealth Management reported no remaining Mizuho Financial position as of Q3 2024 after selling out during the quarter.
  • Cherrydale Wealth Management sold 13,855 Mizuho Financial shares in Q3 2024, an estimated $58.6K.
  • Cherrydale Wealth Management first reported a position in Mizuho Financial in Q1 2024 and held it in 2 quarters.
  • Cherrydale Wealth Management's Mizuho Financial position peaked at $58.6K in Q2 2024.
  • 262 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2024.

Based on Cherrydale Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.