Curated Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Curated Wealth Partners’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	-11,585	Closed	-$63K	–	152
2022 Q1	$63K	Hold	11,585	–	–	0.02%	138
2021 Q4	$63K	Hold	11,585	–	–	0.02%	142
2021 Q3	$69K	Hold	11,585	–	–	0.04%	143
2021 Q2	$63K	Hold	11,585	–	–	0.03%	147
2021 Q1	$62K	Sell	11,585 -17,414	-60%	-$89.8K	0.04%	137
2020 Q4	$128K	Buy	+28,999	New	+$123K	0.08%	133

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curated Wealth Partners's MUFG Position: Q2 2022 in Review

Curated Wealth Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2022, closing a stake of 11,585 shares — an estimated $63K sold.

Curated Wealth Partners first reported a position in MUFG in Q4 2020 and held it in 6 quarters. The position peaked at $128K in Q4 2020. 258 funds tracked by Wall St. Rank hold MUFG as of Q2 2022.

Curated Wealth Partners reported no remaining Mitsubishi UFJ Financial position as of Q2 2022 after selling out during the quarter.
Curated Wealth Partners sold 11,585 Mitsubishi UFJ Financial shares in Q2 2022, an estimated $63K.
Curated Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q4 2020 and held it in 6 quarters.
Curated Wealth Partners's Mitsubishi UFJ Financial position peaked at $128K in Q4 2020.
258 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.