Wipfli Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wipfli 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
2022 Q3	$136K	Buy	+30,206	New	+$157K	0.01%	597

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wipfli Financial Advisors's MUFG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Mitsubishi UFJ Financial (MUFG) in Q3 2022: 30,206 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #597 among its holdings.

250 funds tracked by Wall St. Rank hold MUFG as of Q3 2022.

Wipfli Financial Advisors held 30,206 shares of Mitsubishi UFJ Financial worth $136K as of Q3 2022.
Mitsubishi UFJ Financial was a new Wipfli Financial Advisors position in Q3 2022.
Mitsubishi UFJ Financial made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #597 holding.
250 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.