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Dakota Wealth Management’s Mizuho Financial MFG Stock Holding History

Dakota 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
Q4 		– Sell
-10,018
Closed -$41.9K – 786
2024
Q3 		$41.9K Buy
+10,018
New +$41.8K ﹤0.01% 725

Other funds holding MFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dakota Wealth Management's MFG Position: Q4 2024 in Review

Dakota Wealth Management sold out of Mizuho Financial (MFG) in Q4 2024, closing a stake of 10,018 shares — an estimated $41.9K sold.

Dakota Wealth Management first reported a position in MFG in Q3 2024 and held it in 1 quarter. The position peaked at $41.9K in Q3 2024. 285 funds tracked by Wall St. Rank hold MFG as of Q4 2024.

  • Dakota Wealth Management reported no remaining Mizuho Financial position as of Q4 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 10,018 Mizuho Financial shares in Q4 2024, an estimated $41.9K.
  • Dakota Wealth Management first reported a position in Mizuho Financial in Q3 2024 and held it in 1 quarter.
  • Dakota Wealth Management's Mizuho Financial position peaked at $41.9K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2024.

Based on Dakota Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.