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Coppell Advisory Solutions’s Mitsubishi UFJ Financial MUFG Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-749
Closed -$8.79K – 1292
2024
Q4 		$8.79K Hold
749
– – ﹤0.01% 1153
2024
Q3 		$7.59K Hold
749
– – ﹤0.01% 1157
2024
Q2 		$8.09K Buy
+749
New +$7.6K ﹤0.01% 1081
2023
Q4 		$6.45K Buy
+749
New +$6.32K ﹤0.01% 1052
2023
Q3 		– Sell
-749
Closed -$5.56K – 1426
2023
Q2 		$5.56K Buy
+749
New +$4.99K ﹤0.01% 833

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Coppell Advisory Solutions's MUFG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2025, closing a stake of 749 shares — an estimated $8.79K sold.

Coppell Advisory Solutions first reported a position in MUFG in Q2 2023 and held it in 5 quarters. The position peaked at $8.79K in Q4 2024. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Mitsubishi UFJ Financial position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 749 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $8.79K.
  • Coppell Advisory Solutions first reported a position in Mitsubishi UFJ Financial in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Mitsubishi UFJ Financial position peaked at $8.79K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.