TCWP’s Mitsubishi UFJ Financial MUFG Stock Holding History

TCWP’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
2022 Q2	–	Sell	-3,486	Closed	-$21K	–	1190
2022 Q1	$21K	Buy	+3,486	New	+$21.7K	﹤0.01%	692

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCWP's MUFG Position: Q2 2022 in Review

TCWP sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2022, closing a stake of 3,486 shares — an estimated $21K sold.

TCWP first reported a position in MUFG in Q1 2022 and held it in 1 quarter. The position peaked at $21K in Q1 2022. 258 funds tracked by Wall St. Rank hold MUFG as of Q2 2022.

TCWP reported no remaining Mitsubishi UFJ Financial position as of Q2 2022 after selling out during the quarter.
TCWP sold 3,486 Mitsubishi UFJ Financial shares in Q2 2022, an estimated $21K.
TCWP first reported a position in Mitsubishi UFJ Financial in Q1 2022 and held it in 1 quarter.
TCWP's Mitsubishi UFJ Financial position peaked at $21K in Q1 2022.
258 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.