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KLR Investment Advisors’s Mizuho Financial MFG Stock Holding History

KLR Investment Advisors’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
Q2 		– Sell
-57,025
Closed -$161K – 183
2023
Q1 		$161K Buy
57,025
+29,792
+109% +$91.1K 0.14% 172
2022
Q4 		$77.3K Buy
+27,233
New +$64.2K 0.06% 170

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

KLR Investment Advisors's MFG Position: Q2 2023 in Review

KLR Investment Advisors sold out of Mizuho Financial (MFG) in Q2 2023, closing a stake of 57,025 shares — an estimated $161K sold.

KLR Investment Advisors first reported a position in MFG in Q4 2022 and held it in 2 quarters. The position peaked at $161K in Q1 2023. 164 funds tracked by Wall St. Rank hold MFG as of Q2 2023.

  • KLR Investment Advisors reported no remaining Mizuho Financial position as of Q2 2023 after selling out during the quarter.
  • KLR Investment Advisors sold 57,025 Mizuho Financial shares in Q2 2023, an estimated $161K.
  • KLR Investment Advisors first reported a position in Mizuho Financial in Q4 2022 and held it in 2 quarters.
  • KLR Investment Advisors's Mizuho Financial position peaked at $161K in Q1 2023.
  • 164 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2023.

Based on KLR Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.