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Glassman Wealth Services’s Mizuho Financial MFG Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-10,989
Closed -$37.8K – 1146
2023
Q4 		$37.8K Buy
10,989
+672
+7% +$2.28K 0.01% 523
2023
Q3 		$35.4K Buy
10,317
+1,579
+18% +$5.25K 0.01% 507
2023
Q2 		$26.8K Buy
8,738
+150
+2% +$445 ﹤0.01% 553
2023
Q1 		$24.2K Sell
8,588
-378
-4% -$1.16K ﹤0.01% 591
2022
Q4 		$25.5K Sell
8,966
-376
-4% -$886 ﹤0.01% 603
2022
Q3 		$21K Buy
9,342
+2,436
+35% +$5.66K ﹤0.01% 603
2022
Q2 		$15K Buy
6,906
+1,676
+32% +$3.96K ﹤0.01% 705
2022
Q1 		$13K Buy
5,230
+382
+8% +$1.05K ﹤0.01% 760
2021
Q4 		$12K Buy
4,848
+925
+24% +$2.44K ﹤0.01% 735
2021
Q3 		$11K Buy
3,923
+411
+12% +$1.18K ﹤0.01% 752
2021
Q2 		$10K Hold
3,512
– – ﹤0.01% 751
2021
Q1 		$10K Buy
3,512
+97
+3% +$282 ﹤0.01% 712
2020
Q4 		$9K Sell
3,415
-1,038
-23% -$2.68K ﹤0.01% 747
2020
Q3 		$11K Buy
4,453
+2,879
+183% +$7.56K ﹤0.01% 593
2020
Q2 		$4K Buy
+1,574
New +$3.74K ﹤0.01% 684
2020
Q1 		– Sell
-196
Closed -$1K – 1385
2019
Q4 		$1K Buy
+196
New +$611 ﹤0.01% 975
2018
Q4 		– Sell
-603
Closed -$2K – 891
2018
Q3 		$2K Buy
+603
New +$2.1K ﹤0.01% 603

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Glassman Wealth Services's MFG Position: Q1 2024 in Review

Glassman Wealth Services sold out of Mizuho Financial (MFG) in Q1 2024, closing a stake of 10,989 shares — an estimated $37.8K sold.

Glassman Wealth Services first reported a position in MFG in Q3 2018 and held it in 17 quarters. The position peaked at $37.8K in Q4 2023. 224 funds tracked by Wall St. Rank hold MFG as of Q1 2024.

  • Glassman Wealth Services reported no remaining Mizuho Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 10,989 Mizuho Financial shares in Q1 2024, an estimated $37.8K.
  • Glassman Wealth Services first reported a position in Mizuho Financial in Q3 2018 and held it in 17 quarters.
  • Glassman Wealth Services's Mizuho Financial position peaked at $37.8K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.