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Pacific Capital Wealth Advisors’s Mizuho Financial MFG Stock Holding History

Pacific Capital Wealth 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
2024
Q3 		– Sell
-1,562
Closed -$6.61K – 567
2024
Q2 		$6.61K Buy
+1,562
New +$6.19K ﹤0.01% 352

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pacific Capital Wealth Advisors's MFG Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Mizuho Financial (MFG) in Q3 2024, closing a stake of 1,562 shares — an estimated $6.61K sold.

Pacific Capital Wealth Advisors first reported a position in MFG in Q2 2024 and held it in 1 quarter. The position peaked at $6.61K in Q2 2024. 262 funds tracked by Wall St. Rank hold MFG as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Mizuho Financial position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1,562 Mizuho Financial shares in Q3 2024, an estimated $6.61K.
  • Pacific Capital Wealth Advisors first reported a position in Mizuho Financial in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Mizuho Financial position peaked at $6.61K in Q2 2024.
  • 262 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.