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TCI Wealth Advisors’s Mizuho Financial MFG Stock Holding History

TCI Wealth Advisors’s Portfolio MFG Stock Details MFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-150
Closed -$423 – 1394
2023
Q1 		$423 Hold
150
– – ﹤0.01% 2247
2022
Q4 		$426 Hold
150
– – ﹤0.01% 2242
2022
Q3 		$0 Hold
150
– – ﹤0.01% 2460
2022
Q2 		$0 Hold
150
– – ﹤0.01% 2429
2022
Q1 		$0 Hold
150
– – ﹤0.01% 2360
2021
Q4 		$0 Hold
150
– – ﹤0.01% 2439
2021
Q3 		$0 Hold
150
– – ﹤0.01% 2497
2021
Q2 		$0 Hold
150
– – ﹤0.01% 2398
2021
Q1 		$0 Buy
+150
New +$437 ﹤0.01% 2208

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

TCI Wealth Advisors's MFG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Mizuho Financial (MFG) in Q2 2023, closing a stake of 150 shares — an estimated $423 sold.

TCI Wealth Advisors first reported a position in MFG in Q1 2021 and held it in 9 quarters. The position peaked at $426 in Q4 2022. 164 funds tracked by Wall St. Rank hold MFG as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Mizuho Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 150 Mizuho Financial shares in Q2 2023, an estimated $423.
  • TCI Wealth Advisors first reported a position in Mizuho Financial in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Mizuho Financial position peaked at $426 in Q4 2022.
  • 164 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.