TriaGen Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

TriaGen 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
2023 Q2	–	Sell	-18,397	Closed	-$118K	–	175
2023 Q1	$118K	Hold	18,397	–	–	0.06%	157
2022 Q4	$123K	Hold	18,397	–	–	0.07%	162
2022 Q3	$83K	Buy	18,397 +8,061	+78%	+$42K	0.05%	159
2022 Q2	$55K	Hold	10,336	–	–	0.04%	150
2022 Q1	$64K	Hold	10,336	–	–	0.03%	164
2021 Q4	$56K	Hold	10,336	–	–	0.03%	180
2021 Q3	$61K	Hold	10,336	–	–	0.03%	176
2021 Q2	$55K	Buy	+10,336	New	+$57.5K	0.03%	185

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

TriaGen Wealth Management's MUFG Position: Q2 2023 in Review

TriaGen Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2023, closing a stake of 18,397 shares — an estimated $118K sold.

TriaGen Wealth Management first reported a position in MUFG in Q2 2021 and held it in 8 quarters. The position peaked at $123K in Q4 2022. 305 funds tracked by Wall St. Rank hold MUFG as of Q2 2023.

TriaGen Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2023 after selling out during the quarter.
TriaGen Wealth Management sold 18,397 Mitsubishi UFJ Financial shares in Q2 2023, an estimated $118K.
TriaGen Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2021 and held it in 8 quarters.
TriaGen Wealth Management's Mitsubishi UFJ Financial position peaked at $123K in Q4 2022.
305 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2023.

Based on TriaGen Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.