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One Wealth Management Investment & Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

One Wealth Management Investment & Advisory Services’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
2024
Q3 		– Sell
-13,351
Closed -$144K – 107
2024
Q2 		$144K Sell
13,351
-1,067
-7% -$10.8K 0.06% 132
2024
Q1 		$147K Buy
14,418
+1,922
+15% +$18.6K 0.06% 141
2023
Q4 		$108K Buy
+12,496
New +$105K 0.05% 123

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's MUFG Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2024, closing a stake of 13,351 shares — an estimated $144K sold.

One Wealth Management Investment & Advisory Services first reported a position in MUFG in Q4 2023 and held it in 3 quarters. The position peaked at $147K in Q1 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Mitsubishi UFJ Financial position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 13,351 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $144K.
  • One Wealth Management Investment & Advisory Services first reported a position in Mitsubishi UFJ Financial in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Mitsubishi UFJ Financial position peaked at $147K in Q1 2024.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.