FCA
MUFG icon

Fortis Capital Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Fortis Capital Advisors’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
2023
Q1 		– Sell
-38,360
Closed -$256K – 725
2022
Q4 		$256K Buy
+38,360
New +$199K 0.15% 98

Other funds holding MUFG

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Capital Advisors's MUFG Position: Q1 2023 in Review

Fortis Capital Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2023, closing a stake of 38,360 shares — an estimated $256K sold.

Fortis Capital Advisors first reported a position in MUFG in Q4 2022 and held it in 1 quarter. The position peaked at $256K in Q4 2022. 288 funds tracked by Wall St. Rank hold MUFG as of Q1 2023.

  • Fortis Capital Advisors reported no remaining Mitsubishi UFJ Financial position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 38,360 Mitsubishi UFJ Financial shares in Q1 2023, an estimated $256K.
  • Fortis Capital Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's Mitsubishi UFJ Financial position peaked at $256K in Q4 2022.
  • 288 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.