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Accel Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Accel Wealth Management’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
2021
Q2 		– Sell
-1,238
Closed -$9K – 922
2021
Q1 		$9K Hold
1,238
– – 0.01% 678
2020
Q4 		$8K Buy
+1,238
New +$7.26K 0.01% 656

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Accel Wealth Management's SMFG Position: Q2 2021 in Review

Accel Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2021, closing a stake of 1,238 shares — an estimated $9K sold.

Accel Wealth Management first reported a position in SMFG in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 225 funds tracked by Wall St. Rank hold SMFG as of Q2 2021.

  • Accel Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q2 2021 after selling out during the quarter.
  • Accel Wealth Management sold 1,238 Sumitomo Mitsui Financial shares in Q2 2021, an estimated $9K.
  • Accel Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2020 and held it in 2 quarters.
  • Accel Wealth Management's Sumitomo Mitsui Financial position peaked at $9K in Q1 2021.
  • 225 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2021.

Based on Accel Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.