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Reston Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Reston Wealth Management’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
Q4 		– Sell
-1,224
Closed -$12.5K – 292
2024
Q3 		$12.5K Buy
+1,224
New +$12.9K ﹤0.01% 228

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Reston Wealth Management's MUFG Position: Q4 2024 in Review

Reston Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2024, closing a stake of 1,224 shares — an estimated $12.5K sold.

Reston Wealth Management first reported a position in MUFG in Q3 2024 and held it in 1 quarter. The position peaked at $12.5K in Q3 2024. 437 funds tracked by Wall St. Rank hold MUFG as of Q4 2024.

  • Reston Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 1,224 Mitsubishi UFJ Financial shares in Q4 2024, an estimated $12.5K.
  • Reston Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Mitsubishi UFJ Financial position peaked at $12.5K in Q3 2024.
  • 437 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.