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Grey Fox Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Grey Fox Wealth 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
Q2 		– Sell
-312
Closed -$1.99K – 373
2023
Q1 		$1.99K Buy
+312
New +$2.18K ﹤0.01% 417

Other funds holding MUFG

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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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grey Fox Wealth Advisors's MUFG Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2023, closing a stake of 312 shares — an estimated $1.99K sold.

Grey Fox Wealth Advisors first reported a position in MUFG in Q1 2023 and held it in 1 quarter. The position peaked at $1.99K in Q1 2023. 305 funds tracked by Wall St. Rank hold MUFG as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 312 Mitsubishi UFJ Financial shares in Q2 2023, an estimated $1.99K.
  • Grey Fox Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Mitsubishi UFJ Financial position peaked at $1.99K in Q1 2023.
  • 305 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.