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

AlphaQ 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
2023 Q4	–	Sell	-19,857	Closed	-$196K	–	187
2023 Q3	$196K	Sell	19,857 -1,800	-8%	-$16.6K	0.17%	150
2023 Q2	$186K	Sell	21,657 -550	-2%	-$4.54K	0.14%	163
2023 Q1	$178K	Sell	22,207 -1,020	-4%	-$8.63K	0.15%	145
2022 Q4	$186K	Buy	+23,227	New	+$148K	0.16%	129

Other funds holding SMFG

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CIM

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AlphaQ Advisors's SMFG Position: Q4 2023 in Review

AlphaQ Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2023, closing a stake of 19,857 shares — an estimated $196K sold.

AlphaQ Advisors first reported a position in SMFG in Q4 2022 and held it in 4 quarters. The position peaked at $196K in Q3 2023. 308 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

AlphaQ Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2023 after selling out during the quarter.
AlphaQ Advisors sold 19,857 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2023, an estimated $196K.
AlphaQ Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2022 and held it in 4 quarters.
AlphaQ Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $196K in Q3 2023.
308 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 2023.

Based on AlphaQ Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.