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Wealthspire Advisors (Maryland)’s Mizuho Financial MFG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MFG Stock Details MFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$44K Buy
+17,266
New +$45.3K ﹤0.01% 476
2019
Q2 		– Sell
-5,629
Closed -$17K – 1374
2019
Q1 		$17K Buy
5,629
+120
+2% +$376 ﹤0.01% 1342
2018
Q4 		$17K Sell
5,509
-2,461
-31% -$8.16K ﹤0.01% 1269
2018
Q3 		$28K Buy
7,970
+869
+12% +$3.03K ﹤0.01% 1178
2018
Q2 		$24K Buy
7,101
+779
+12% +$2.79K ﹤0.01% 1241
2018
Q1 		$23K Buy
6,322
+66
+1% +$248 ﹤0.01% 1254
2017
Q4 		$23K Buy
6,256
+662
+12% +$2.39K ﹤0.01% 1287
2017
Q3 		$20K Buy
5,594
+695
+14% +$2.44K ﹤0.01% 1300
2017
Q2 		$18K Buy
4,899
+355
+8% +$1.28K ﹤0.01% 1310
2017
Q1 		$17K Buy
4,544
+3,563
+363% +$13.2K ﹤0.01% 1145
2016
Q4 		$4K Hold
981
– – ﹤0.01% 1425
2016
Q3 		$3K Hold
981
– – ﹤0.01% 1479
2016
Q2 		$3K Sell
981
-187
-16% -$563 ﹤0.01% 1440
2016
Q1 		$3K Sell
1,168
-621
-35% -$2.02K ﹤0.01% 1456
2015
Q4 		$7K Buy
+1,789
New +$7.25K ﹤0.01% 1274

Other funds holding MFG

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
TAIM
Te Ahumairangi Investment Management Wellington, New Zealand $597M AUM 16.88% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MFG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Mizuho Financial (MFG) in Q3 2020: 17,266 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in MFG as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in MFG in Q4 2015 and has held it in 15 quarters since. 102 funds tracked by Wall St. Rank hold MFG as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 17,266 shares of Mizuho Financial worth $44K as of Q3 2020.
  • Mizuho Financial was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Mizuho Financial made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #476 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Mizuho Financial in Q4 2015 and has held it in 15 quarters since.
  • 102 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.