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Simplicity Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-22,887
Closed -$247K – 950
2024
Q2 		$247K Sell
22,887
-42,332
-65% -$429K 0.01% 1019
2024
Q1 		$667K Buy
+65,219
New +$631K 0.02% 640

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Wealth's MUFG Position: Q3 2024 in Review

Simplicity Wealth sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2024, closing a stake of 22,887 shares — an estimated $247K sold.

Simplicity Wealth first reported a position in MUFG in Q1 2024 and held it in 2 quarters. The position peaked at $667K in Q1 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • Simplicity Wealth reported no remaining Mitsubishi UFJ Financial position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 22,887 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $247K.
  • Simplicity Wealth first reported a position in Mitsubishi UFJ Financial in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Mitsubishi UFJ Financial position peaked at $667K in Q1 2024.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.