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ArchPoint Investors’s Sumitomo Mitsui Financial SMFG Stock Holding History

ArchPoint Investors’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
Q4 		– Sell
-21,545
Closed -$151K – 122
2021
Q3 		$151K Buy
+21,545
New +$150K 0.05% 111

Other funds holding SMFG

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ArchPoint Investors's SMFG Position: Q4 2021 in Review

ArchPoint Investors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2021, closing a stake of 21,545 shares — an estimated $151K sold.

ArchPoint Investors first reported a position in SMFG in Q3 2021 and held it in 1 quarter. The position peaked at $151K in Q3 2021. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2021.

  • ArchPoint Investors reported no remaining Sumitomo Mitsui Financial position as of Q4 2021 after selling out during the quarter.
  • ArchPoint Investors sold 21,545 Sumitomo Mitsui Financial shares in Q4 2021, an estimated $151K.
  • ArchPoint Investors first reported a position in Sumitomo Mitsui Financial in Q3 2021 and held it in 1 quarter.
  • ArchPoint Investors's Sumitomo Mitsui Financial position peaked at $151K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2021.

Based on ArchPoint Investors's 13F filing for Q4 2021, filed 11 Feb 2022.