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Kore Private Wealth’s Mizuho Financial MFG Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-1,677
Closed -$4K – 761
2020
Q2 		$4K Sell
1,677
-13,147
-89% -$31.2K ﹤0.01% 954
2020
Q1 		$34K Buy
14,824
+9,530
+180% +$26K 0.01% 493
2019
Q4 		$16K Buy
+5,294
New +$16.5K ﹤0.01% 671

Other funds holding MFG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
TAIM
Te Ahumairangi Investment Management Wellington, New Zealand $597M AUM 16.88% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kore Private Wealth's MFG Position: Q3 2020 in Review

Kore Private Wealth sold out of Mizuho Financial (MFG) in Q3 2020, closing a stake of 1,677 shares — an estimated $4K sold.

Kore Private Wealth first reported a position in MFG in Q4 2019 and held it in 3 quarters. The position peaked at $34K in Q1 2020. 102 funds tracked by Wall St. Rank hold MFG as of Q3 2020.

  • Kore Private Wealth reported no remaining Mizuho Financial position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,677 Mizuho Financial shares in Q3 2020, an estimated $4K.
  • Kore Private Wealth first reported a position in Mizuho Financial in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Mizuho Financial position peaked at $34K in Q1 2020.
  • 102 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.