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Pacific Capital Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Pacific Capital Wealth Advisors’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
Q2 		– Sell
-457
Closed -$4.67K – 631
2024
Q1 		$4.67K Buy
+457
New +$4.42K ﹤0.01% 324

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Bank of America
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Natixis Advisors
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Goldman Sachs
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Morgan Stanley
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Pacific Capital Wealth Advisors's MUFG Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2024, closing a stake of 457 shares — an estimated $4.67K sold.

Pacific Capital Wealth Advisors first reported a position in MUFG in Q1 2024 and held it in 1 quarter. The position peaked at $4.67K in Q1 2024. 406 funds tracked by Wall St. Rank hold MUFG as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 457 Mitsubishi UFJ Financial shares in Q2 2024, an estimated $4.67K.
  • Pacific Capital Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Mitsubishi UFJ Financial position peaked at $4.67K in Q1 2024.
  • 406 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.