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Prestige Wealth Management Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-1,141
Closed -$7.61K – 1125
2022
Q4 		$7.61K Buy
+1,141
New +$5.9K ﹤0.01% 520
2019
Q1 		– Sell
-2,657
Closed -$13K – 899
2018
Q4 		$13K Buy
+2,657
New +$15K 0.01% 393

Other funds holding MUFG

Aristotle Capital Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prestige Wealth Management Group's MUFG Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2023, closing a stake of 1,141 shares — an estimated $7.61K sold.

Prestige Wealth Management Group first reported a position in MUFG in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q4 2018. 288 funds tracked by Wall St. Rank hold MUFG as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Mitsubishi UFJ Financial position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1,141 Mitsubishi UFJ Financial shares in Q1 2023, an estimated $7.61K.
  • Prestige Wealth Management Group first reported a position in Mitsubishi UFJ Financial in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's Mitsubishi UFJ Financial position peaked at $13K in Q4 2018.
  • 288 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.