WP Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

WP 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 Q4	–	Sell	-10,306	Closed	-$46K	–	107
2022 Q3	$46K	Sell	10,306 -1,709	-14%	-$8.9K	0.02%	104
2022 Q2	$64K	Hold	12,015	–	–	0.03%	105
2022 Q1	$74K	Hold	12,015	–	–	0.03%	112
2021 Q4	$66K	Buy	12,015 +892	+8%	+$5.02K	0.03%	107
2021 Q3	$66K	Hold	11,123	–	–	0.03%	103
2021 Q2	$60K	Buy	+11,123	New	+$61.8K	0.03%	103

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

WP Advisors's MUFG Position: Q4 2022 in Review

WP Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2022, closing a stake of 10,306 shares — an estimated $46K sold.

WP Advisors first reported a position in MUFG in Q2 2021 and held it in 6 quarters. The position peaked at $74K in Q1 2022. 271 funds tracked by Wall St. Rank hold MUFG as of Q4 2022.

WP Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2022 after selling out during the quarter.
WP Advisors sold 10,306 Mitsubishi UFJ Financial shares in Q4 2022, an estimated $46K.
WP Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2021 and held it in 6 quarters.
WP Advisors's Mitsubishi UFJ Financial position peaked at $74K in Q1 2022.
271 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2022.

Based on WP Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.