180 Wealth Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

180 Wealth Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,999	Closed	-$78K	–	322
2020 Q3	$78K	Buy	13,999 +813	+6%	+$4.66K	0.03%	263
2020 Q2	$75K	Sell	13,186 -215	-2%	-$1.16K	0.03%	258
2020 Q1	$63K	Buy	+13,401	New	+$86.3K	0.03%	214
2019 Q3	–	Sell	-18,212	Closed	-$126K	–	267
2019 Q2	$126K	Sell	18,212 -22,856	-56%	-$162K	0.06%	243
2019 Q1	$295K	Buy	41,068 +18,094	+79%	+$129K	0.13%	193
2018 Q4	$184K	Hold	22,974	–	–	0.09%	241
2018 Q3	$184K	Buy	22,974 +3,556	+18%	+$28.1K	0.09%	241
2018 Q2	$151K	Sell	19,418 -2,913	-13%	-$24.2K	0.07%	236
2018 Q1	$190K	Sell	22,331 -4,943	-18%	-$44.2K	0.1%	222
2017 Q4	$237K	Buy	+27,274	New	+$221K	0.12%	202

Other funds holding SMFG

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

180 Wealth Advisors's SMFG Position: Q4 2020 in Review

180 Wealth Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2020, closing a stake of 13,999 shares — an estimated $78K sold.

180 Wealth Advisors first reported a position in SMFG in Q4 2017 and held it in 10 quarters. The position peaked at $295K in Q1 2019. 222 funds tracked by Wall St. Rank hold SMFG as of Q4 2020.

180 Wealth Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2020 after selling out during the quarter.
180 Wealth Advisors sold 13,999 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2020, an estimated $78K.
180 Wealth Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2017 and held it in 10 quarters.
180 Wealth Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $295K in Q1 2019.
222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2020.

Based on 180 Wealth Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.