MYIA
MFG icon

Mount Yale Investment Advisors’s Mizuho Financial MFG Stock Holding History

Mount Yale 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
2022
Q2 		– Sell
-21,261
Closed -$55K – 480
2022
Q1 		$55K Buy
+21,261
New +$58.2K 0.01% 460
2021
Q3 		– Sell
-39,668
Closed -$113K – 481
2021
Q2 		$113K Sell
39,668
-11,464
-22% -$34.2K 0.01% 422
2021
Q1 		$149K Buy
51,132
+18,158
+55% +$52.8K 0.02% 403
2020
Q4 		$84K Sell
32,974
-55,743
-63% -$144K 0.01% 395
2020
Q3 		$226K Sell
88,717
-8,441
-9% -$22.2K 0.03% 312
2020
Q2 		$240K Sell
97,158
-25,274
-21% -$60K 0.04% 286
2020
Q1 		$283K Sell
122,432
-52,762
-30% -$144K 0.06% 236
2019
Q4 		$526K Sell
175,194
-11,515
-6% -$35.9K 0.09% 187
2019
Q3 		$594K Sell
186,709
-6,025
-3% -$17.9K 0.11% 167
2019
Q2 		$565K Buy
192,734
+38,135
+25% +$113K 0.1% 160
2019
Q1 		$473K Sell
154,599
-4,457
-3% -$14K 0.09% 183
2018
Q4 		$491K Buy
159,056
+107,170
+207% +$355K 0.1% 176
2018
Q3 		$180K Buy
+51,886
New +$181K 0.03% 308

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mount Yale Investment Advisors's MFG Position: Q2 2022 in Review

Mount Yale Investment Advisors sold out of Mizuho Financial (MFG) in Q2 2022, closing a stake of 21,261 shares — an estimated $55K sold.

Mount Yale Investment Advisors first reported a position in MFG in Q3 2018 and held it in 13 quarters. The position peaked at $594K in Q3 2019. 135 funds tracked by Wall St. Rank hold MFG as of Q2 2022.

  • Mount Yale Investment Advisors reported no remaining Mizuho Financial position as of Q2 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 21,261 Mizuho Financial shares in Q2 2022, an estimated $55K.
  • Mount Yale Investment Advisors first reported a position in Mizuho Financial in Q3 2018 and held it in 13 quarters.
  • Mount Yale Investment Advisors's Mizuho Financial position peaked at $594K in Q3 2019.
  • 135 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.