RFS
MITSY

Richardson Financial Services’s MITSUI & CO LTD ADR (US) MITSY Stock Holding History

Richardson Financial Services’s Portfolio MITSY Stock Details MITSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$938 – 632
2024
Q1 		$938 Buy
+1
New +$938 ﹤0.01% 554

Other funds holding MITSY

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return

Richardson Financial Services's MITSY Position: Q2 2024 in Review

Richardson Financial Services sold out of MITSUI & CO LTD ADR (US) (MITSY) in Q2 2024, closing a stake of 1 share — an estimated $938 sold.

Richardson Financial Services first reported a position in MITSY in Q1 2024 and held it in 1 quarter. The position peaked at $938 in Q1 2024. 12 funds tracked by Wall St. Rank hold MITSY as of Q2 2024.

  • Richardson Financial Services reported no remaining MITSUI & CO LTD ADR (US) position as of Q2 2024 after selling out during the quarter.
  • Richardson Financial Services sold 1 MITSUI & CO LTD ADR (US) share in Q2 2024, an estimated $938.
  • Richardson Financial Services first reported a position in MITSUI & CO LTD ADR (US) in Q1 2024 and held it in 1 quarter.
  • Richardson Financial Services's MITSUI & CO LTD ADR (US) position peaked at $938 in Q1 2024.
  • 12 funds tracked by Wall St. Rank held MITSUI & CO LTD ADR (US) as of Q2 2024.

Based on Richardson Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.