Fortitude Advisory Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Fortitude Advisory Group’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	-10,654	Closed	-$71.1K	–	231
2022 Q4	$71.1K	Hold	10,654	–	–	0.06%	212
2022 Q3	$48K	Hold	10,654	–	–	0.05%	200
2022 Q2	$57K	Hold	10,654	–	–	0.05%	197
2022 Q1	$66K	Hold	10,654	–	–	0.04%	449
2021 Q4	$58K	Buy	+10,654	New	+$60K	0.03%	502

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Fortitude Advisory Group's MUFG Position: Q1 2023 in Review

Fortitude Advisory Group sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2023, closing a stake of 10,654 shares — an estimated $71.1K sold.

Fortitude Advisory Group first reported a position in MUFG in Q4 2021 and held it in 5 quarters. The position peaked at $71.1K in Q4 2022. 288 funds tracked by Wall St. Rank hold MUFG as of Q1 2023.

Fortitude Advisory Group reported no remaining Mitsubishi UFJ Financial position as of Q1 2023 after selling out during the quarter.
Fortitude Advisory Group sold 10,654 Mitsubishi UFJ Financial shares in Q1 2023, an estimated $71.1K.
Fortitude Advisory Group first reported a position in Mitsubishi UFJ Financial in Q4 2021 and held it in 5 quarters.
Fortitude Advisory Group's Mitsubishi UFJ Financial position peaked at $71.1K in Q4 2022.
288 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2023.

Based on Fortitude Advisory Group's 13F filing for Q1 2023, filed 5 May 2023.