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TFO Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

TFO Wealth Partners’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
Q3 		– Sell
-489
Closed -$3K – 363
2022
Q2 		$3K Buy
+489
New +$2.82K ﹤0.01% 278

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TFO Wealth Partners's MUFG Position: Q3 2022 in Review

TFO Wealth Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2022, closing a stake of 489 shares — an estimated $3K sold.

TFO Wealth Partners first reported a position in MUFG in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 250 funds tracked by Wall St. Rank hold MUFG as of Q3 2022.

  • TFO Wealth Partners reported no remaining Mitsubishi UFJ Financial position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 489 Mitsubishi UFJ Financial shares in Q3 2022, an estimated $3K.
  • TFO Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q2 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Mitsubishi UFJ Financial position peaked at $3K in Q2 2022.
  • 250 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.