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RAFFA WEALTH MANAGEMENT, LLC’s Mitsubishi UFJ Financial MUFG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q3 		– Sell
-659
Closed -$3.57K – 1125
2021
Q2 		$3.57K Sell
659
-888
-57% -$4.94K ﹤0.01% 460
2021
Q1 		$8.47K Hold
1,547
– – ﹤0.01% 302
2020
Q4 		$6.85K Sell
1,547
-58
-4% -$246 ﹤0.01% 304
2020
Q3 		$6.44K Buy
1,605
+116
+8% +$468 ﹤0.01% 290
2020
Q2 		$5.85K Buy
1,489
+175
+13% +$693 ﹤0.01% 290
2020
Q1 		$4.81K Buy
+1,314
New +$6.26K ﹤0.01% 288

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MUFG Position: Q3 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2021, closing a stake of 659 shares — an estimated $3.57K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MUFG in Q1 2020 and held it in 6 quarters. The position peaked at $8.47K in Q1 2021. 228 funds tracked by Wall St. Rank hold MUFG as of Q3 2021.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Mitsubishi UFJ Financial position as of Q3 2021 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 659 Mitsubishi UFJ Financial shares in Q3 2021, an estimated $3.57K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Mitsubishi UFJ Financial in Q1 2020 and held it in 6 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Mitsubishi UFJ Financial position peaked at $8.47K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2021, filed 27 Jul 2026.