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WealthStone’s Mizuho Financial MFG Stock Holding History

WealthStone’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
2021
Q1 		$96K Buy
33,107
+555
+2% +$1.61K 0.03% 270
2020
Q4 		$83K Sell
32,552
-15,141
-32% -$39.1K 0.03% 243
2020
Q3 		$122K Buy
47,693
+16,916
+55% +$44.4K 0.06% 180
2020
Q2 		$76K Buy
+30,777
New +$73.1K 0.04% 171

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthStone's MFG Position: Q1 2021 in Review

WealthStone increased its Mizuho Financial (MFG) stake by 1.7% in Q1 2021, buying an estimated $1.61K and bringing the position to 33,107 shares worth $96K. The position accounts for 0.03% of the portfolio, ranked #270.

WealthStone first reported a position in MFG in Q2 2020 and has held it in 4 quarters since. The position peaked at $122K in Q3 2020. 118 funds tracked by Wall St. Rank hold MFG as of Q1 2021.

  • WealthStone held 33,107 shares of Mizuho Financial worth $96K as of Q1 2021.
  • WealthStone bought 555 Mizuho Financial shares in Q1 2021, an estimated $1.61K.
  • Mizuho Financial made up 0.03% of WealthStone's portfolio in Q1 2021, its #270 holding.
  • WealthStone first reported a position in Mizuho Financial in Q2 2020 and has held it in 4 quarters since.
  • WealthStone's Mizuho Financial position peaked at $122K in Q3 2020.
  • 118 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.