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Total Clarity Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Total Clarity Wealth Management’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
Q4 		– Sell
-80,950
Closed -$824K – 284
2024
Q3 		$824K Hold
80,950
– – 0.27% 102
2024
Q2 		$874K Sell
80,950
-15,730
-16% -$160K 0.3% 87
2024
Q1 		$989K Buy
+96,680
New +$935K 0.34% 88

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Total Clarity Wealth Management's MUFG Position: Q4 2024 in Review

Total Clarity Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2024, closing a stake of 80,950 shares — an estimated $824K sold.

Total Clarity Wealth Management first reported a position in MUFG in Q1 2024 and held it in 3 quarters. The position peaked at $989K in Q1 2024. 437 funds tracked by Wall St. Rank hold MUFG as of Q4 2024.

  • Total Clarity Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 80,950 Mitsubishi UFJ Financial shares in Q4 2024, an estimated $824K.
  • Total Clarity Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2024 and held it in 3 quarters.
  • Total Clarity Wealth Management's Mitsubishi UFJ Financial position peaked at $989K in Q1 2024.
  • 437 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2024.

Based on Total Clarity Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.