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

Altium 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
2022 Q2	$817K	Sell	138,484 -35,267	-20%	-$213K	0.06%	183
2022 Q1	$1.09M	Buy	173,751 +1,554	+0.9%	+$11.1K	0.07%	144
2021 Q4	$1.17M	Buy	172,197 +126,470	+277%	+$857K	0.08%	134
2021 Q3	$321K	Sell	45,727 -519	-1%	-$3.61K	0.02%	308
2021 Q2	$319K	Sell	46,246 -10,414	-18%	-$74.7K	0.02%	305
2021 Q1	$411K	Sell	56,660 -4,923	-8%	-$34.3K	0.03%	253
2020 Q4	$380K	Sell	61,583 -32,892	-35%	-$193K	0.03%	247
2020 Q3	$528K	Buy	94,475 +15,726	+20%	+$90.1K	0.05%	155
2020 Q2	$443K	Buy	78,749 +27,117	+53%	+$146K	0.05%	190
2020 Q1	$247K	Buy	+51,632	New	+$333K	0.03%	249
2019 Q3	–	Sell	-10,971	Closed	-$77K	–	294
2019 Q2	$77K	Sell	10,971 -1,840	-14%	-$13K	0.01%	272
2019 Q1	$90K	Sell	12,811 -946	-7%	-$6.76K	0.01%	275
2018 Q4	$90K	Sell	13,757 -4,833	-26%	-$36.1K	0.02%	260
2018 Q3	$149K	Sell	18,590 -2,755	-13%	-$21.8K	0.03%	284
2018 Q2	$166K	Buy	+21,345	New	+$177K	0.04%	255

Other funds holding SMFG

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

CIM

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CAC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Altium Wealth Management's SMFG Position: Q2 2022 in Review

Altium Wealth Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 20% in Q2 2022, selling an estimated $213K and leaving 138,484 shares worth $817K. The position accounts for 0.06% of the portfolio, ranked #183.

Altium Wealth Management first reported a position in SMFG in Q2 2018 and has held it in 15 quarters since. The position peaked at $1.17M in Q4 2021. 243 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

Altium Wealth Management held 138,484 shares of Sumitomo Mitsui Financial worth $817K as of Q2 2022.
Altium Wealth Management sold 35,267 Sumitomo Mitsui Financial shares in Q2 2022, an estimated $213K.
Sumitomo Mitsui Financial made up 0.06% of Altium Wealth Management's portfolio in Q2 2022, its #183 holding.
Altium Wealth Management first reported a position in Sumitomo Mitsui Financial in Q2 2018 and has held it in 15 quarters since.
Altium Wealth Management's Sumitomo Mitsui Financial position peaked at $1.17M in Q4 2021.
243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.