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Connectus Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Connectus Wealth’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
-135,781
Closed -$741K – 461
2022
Q1 		$741K Sell
135,781
-84,895
-38% -$527K 0.02% 275
2021
Q4 		$1.21M Buy
+220,676
New +$1.24M 0.05% 197

Other funds holding MUFG

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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

Connectus Wealth's MUFG Position: Q2 2022 in Review

Connectus Wealth sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2022, closing a stake of 135,781 shares — an estimated $741K sold.

Connectus Wealth first reported a position in MUFG in Q4 2021 and held it in 2 quarters. The position peaked at $1.21M in Q4 2021. 258 funds tracked by Wall St. Rank hold MUFG as of Q2 2022.

  • Connectus Wealth reported no remaining Mitsubishi UFJ Financial position as of Q2 2022 after selling out during the quarter.
  • Connectus Wealth sold 135,781 Mitsubishi UFJ Financial shares in Q2 2022, an estimated $741K.
  • Connectus Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2021 and held it in 2 quarters.
  • Connectus Wealth's Mitsubishi UFJ Financial position peaked at $1.21M in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2022.

Based on Connectus Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.