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Liberty Wealth Management’s Mizuho Financial MFG Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-3,062
Closed -$9K – 730
2021
Q3 		$9K Buy
3,062
+1,535
+101% +$4.42K ﹤0.01% 845
2021
Q2 		$4K Buy
1,527
+20
+1% +$60 ﹤0.01% 834
2021
Q1 		$4K Hold
1,507
– – ﹤0.01% 737
2020
Q4 		$4K Sell
1,507
-24
-2% -$62 ﹤0.01% 733
2020
Q3 		$4K Sell
1,531
-933
-38% -$2.45K ﹤0.01% 660
2020
Q2 		$6K Sell
2,464
-842
-25% -$2K ﹤0.01% 581
2020
Q1 		$8K Buy
3,306
+541
+20% +$1.48K 0.01% 501
2019
Q4 		$9K Sell
2,765
-1
-0% -$3 0.01% 563
2019
Q3 		$8K Buy
2,766
+134
+5% +$398 0.01% 557
2019
Q2 		$8K Buy
2,632
+180
+7% +$534 0.01% 567
2019
Q1 		$7K Hold
2,452
– – 0.01% 493
2018
Q4 		$7K Buy
+2,452
New +$8.13K 0.01% 486

Other funds holding MFG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAIM
Te Ahumairangi Investment Management Wellington, New Zealand $597M AUM 16.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty Wealth Management's MFG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Mizuho Financial (MFG) in Q4 2021, closing a stake of 3,062 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in MFG in Q4 2018 and held it in 12 quarters. The position peaked at $9K in Q3 2021. 140 funds tracked by Wall St. Rank hold MFG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Mizuho Financial position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 3,062 Mizuho Financial shares in Q4 2021, an estimated $9K.
  • Liberty Wealth Management first reported a position in Mizuho Financial in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Mizuho Financial position peaked at $9K in Q3 2021.
  • 140 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.