American Portfolios Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

American Portfolios 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
2022 Q3	$21K	Buy	3,810 +400	+12%	+$2.41K	﹤0.01%	2161
2022 Q2	$20.1K	Sell	3,410 -239	-7%	-$1.44K	﹤0.01%	2224
2022 Q1	$22.9K	Hold	3,649	–	–	﹤0.01%	2296
2021 Q4	$24.8K	Hold	3,649	–	–	﹤0.01%	2229
2021 Q3	$25.6K	Buy	3,649 +239	+7%	+$1.66K	﹤0.01%	2152
2021 Q2	$23.5K	Hold	3,410	–	–	﹤0.01%	2147
2021 Q1	$24.7K	Hold	3,410	–	–	﹤0.01%	1946
2020 Q4	$21K	Buy	3,410 +412	+14%	+$2.42K	﹤0.01%	1789
2020 Q3	$16.8K	Hold	2,998	–	–	﹤0.01%	1770
2020 Q2	$16.8K	Buy	2,998 +220	+8%	+$1.19K	﹤0.01%	1713
2020 Q1	$13.3K	Sell	2,778 -590	-18%	-$3.8K	﹤0.01%	1694
2019 Q4	$25K	Buy	3,368 +590	+21%	+$4.25K	﹤0.01%	1636
2019 Q3	$19K	Buy	2,778 +178	+7%	+$1.22K	﹤0.01%	1680
2019 Q2	$18.4K	Hold	2,600	–	–	﹤0.01%	1691
2019 Q1	$18.3K	Buy	+2,600	New	+$18.6K	﹤0.01%	1612
2018 Q2	–	Sell	-246	Closed	-$2.09K	–	2427
2018 Q1	$2.09K	Buy	246 +77	+46%	+$688	﹤0.01%	2095
2017 Q4	$1.47K	Buy	+169	New	+$1.37K	﹤0.01%	2103

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 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

CIM

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

American Portfolios Advisors's SMFG Position: Q3 2022 in Review

American Portfolios Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 12% in Q3 2022, buying an estimated $2.41K and bringing the position to 3,810 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

American Portfolios Advisors first reported a position in SMFG in Q4 2017 and has held it in 17 quarters since. The position peaked at $25.6K in Q3 2021. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

American Portfolios Advisors held 3,810 shares of Sumitomo Mitsui Financial worth $21K as of Q3 2022.
American Portfolios Advisors bought 400 Sumitomo Mitsui Financial shares in Q3 2022, an estimated $2.41K.
Sumitomo Mitsui Financial made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2161 holding.
American Portfolios Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2017 and has held it in 17 quarters since.
American Portfolios Advisors's Sumitomo Mitsui Financial position peaked at $25.6K in Q3 2021.
243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.