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True Link Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

True Link Financial Advisors’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
2021
Q4 		– Sell
-300
Closed -$2K – 791
2021
Q3 		$2K Buy
+300
New +$1.67K ﹤0.01% 744

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PPA
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Northern Trust
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

True Link Financial Advisors's MUFG Position: Q4 2021 in Review

True Link Financial Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2021, closing a stake of 300 shares — an estimated $2K sold.

True Link Financial Advisors first reported a position in MUFG in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 235 funds tracked by Wall St. Rank hold MUFG as of Q4 2021.

  • True Link Financial Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 300 Mitsubishi UFJ Financial shares in Q4 2021, an estimated $2K.
  • True Link Financial Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2021 and held it in 1 quarter.
  • True Link Financial Advisors's Mitsubishi UFJ Financial position peaked at $2K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2021.

Based on True Link Financial Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.