WR Wealth Planners’s Mitsubishi UFJ Financial MUFG Stock Holding History

WR Wealth Planners’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
2024 Q4	$1.98K	Hold	169	–	–	﹤0.01%	859
2024 Q3	$1.72K	Sell	169 -108	-39%	-$1.14K	﹤0.01%	926
2024 Q2	$2.99K	Sell	277 -124	-31%	-$1.26K	﹤0.01%	805
2024 Q1	$4.1K	Buy	+401	New	+$3.88K	﹤0.01%	755
2023 Q4	–	Sell	-892	Closed	-$7.57K	–	610
2023 Q3	$7.57K	Sell	892 -174	-16%	-$1.39K	﹤0.01%	620
2023 Q2	$7.86K	Buy	1,066 +124	+13%	+$826	﹤0.01%	616
2023 Q1	$6.02K	Buy	+942	New	+$6.59K	﹤0.01%	654

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

WR Wealth Planners's MUFG Position: Q4 2024 in Review

WR Wealth Planners held its Mitsubishi UFJ Financial (MUFG) position steady in Q4 2024 at 169 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

WR Wealth Planners first reported a position in MUFG in Q1 2023 and has held it in 7 quarters since. The position peaked at $7.86K in Q2 2023. 437 funds tracked by Wall St. Rank hold MUFG as of Q4 2024.

WR Wealth Planners held 169 shares of Mitsubishi UFJ Financial worth $1.98K as of Q4 2024.
WR Wealth Planners left its Mitsubishi UFJ Financial share count unchanged in Q4 2024.
Mitsubishi UFJ Financial made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #859 holding.
WR Wealth Planners first reported a position in Mitsubishi UFJ Financial in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Mitsubishi UFJ Financial position peaked at $7.86K in Q2 2023.
437 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.