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OneAscent Financial Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

OneAscent Financial 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
2023
Q4 		– Sell
-11,463
Closed -$97K – 384
2023
Q3 		$97K Buy
+11,463
New +$91.5K 0.03% 269

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Fisher Asset Management
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BlackRock
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Northern Trust
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Dimensional Fund Advisors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OneAscent Financial Services's MUFG Position: Q4 2023 in Review

OneAscent Financial Services sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2023, closing a stake of 11,463 shares — an estimated $97K sold.

OneAscent Financial Services first reported a position in MUFG in Q3 2023 and held it in 1 quarter. The position peaked at $97K in Q3 2023. 360 funds tracked by Wall St. Rank hold MUFG as of Q4 2023.

  • OneAscent Financial Services reported no remaining Mitsubishi UFJ Financial position as of Q4 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 11,463 Mitsubishi UFJ Financial shares in Q4 2023, an estimated $97K.
  • OneAscent Financial Services first reported a position in Mitsubishi UFJ Financial in Q3 2023 and held it in 1 quarter.
  • OneAscent Financial Services's Mitsubishi UFJ Financial position peaked at $97K in Q3 2023.
  • 360 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2023.

Based on OneAscent Financial Services's 13F filing for Q4 2023, filed 11 Jan 2024.