Claro Advisors’s Mizuho Financial MFG Stock Holding History

Claro 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
2023 Q2	–	Sell	-19,518	Closed	-$55K	–	390
2023 Q1	$55K	Buy	19,518 +6,532	+50%	+$20K	0.02%	347
2022 Q4	$36.9K	Buy	+12,986	New	+$30.6K	0.01%	318

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Claro Advisors's MFG Position: Q2 2023 in Review

Claro Advisors sold out of Mizuho Financial (MFG) in Q2 2023, closing a stake of 19,518 shares — an estimated $55K sold.

Claro Advisors first reported a position in MFG in Q4 2022 and held it in 2 quarters. The position peaked at $55K in Q1 2023. 164 funds tracked by Wall St. Rank hold MFG as of Q2 2023.

Claro Advisors reported no remaining Mizuho Financial position as of Q2 2023 after selling out during the quarter.
Claro Advisors sold 19,518 Mizuho Financial shares in Q2 2023, an estimated $55K.
Claro Advisors first reported a position in Mizuho Financial in Q4 2022 and held it in 2 quarters.
Claro Advisors's Mizuho Financial position peaked at $55K in Q1 2023.
164 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2023.

Based on Claro Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.