FGAM
MFG icon

Financial Gravity Asset Management’s Mizuho Financial MFG Stock Holding History

Financial Gravity Asset 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
2023
Q3 		– Sell
-3
Closed -$743 – 1555
2023
Q2 		$743 Buy
+3
New +$9 ﹤0.01% 895
2022
Q2 		– Sell
-3
Closed -$13 – 806
2022
Q1 		$13 Buy
+3
New +$8 ﹤0.01% 763
2020
Q1 		– Sell
-27
Closed -$3K – 1268
2019
Q4 		$3K Hold
27
– – ﹤0.01% 1314
2019
Q3 		$0 Hold
27
– – ﹤0.01% 1418
2019
Q2 		$0 Sell
27
-11
-29% -$33 ﹤0.01% 1501
2019
Q1 		$0 Buy
+38
New +$119 ﹤0.01% 1451
2018
Q3 		$0 Hold
89
– – ﹤0.01% 1525
2018
Q2 		$0 Buy
89
+28
+46% +$100 ﹤0.01% 1534
2018
Q1 		$0 Buy
+61
New +$230 ﹤0.01% 1460

Other funds holding MFG

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
US Bancorp
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

Financial Gravity Asset Management's MFG Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Mizuho Financial (MFG) in Q3 2023, closing a stake of 3 shares — an estimated $743 sold.

Financial Gravity Asset Management first reported a position in MFG in Q1 2018 and held it in 9 quarters. The position peaked at $3K in Q4 2019. 174 funds tracked by Wall St. Rank hold MFG as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Mizuho Financial position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 3 Mizuho Financial shares in Q3 2023, an estimated $743.
  • Financial Gravity Asset Management first reported a position in Mizuho Financial in Q1 2018 and held it in 9 quarters.
  • Financial Gravity Asset Management's Mizuho Financial position peaked at $3K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.