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

Arkadios Wealth 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
2021 Q4	–	Sell	-3,728	Closed	-$26K	–	1593
2021 Q3	$26K	Buy	3,728 +28	+0.8%	+$195	﹤0.01%	1118
2021 Q2	$25K	Buy	3,700 +16	+0.4%	+$115	﹤0.01%	1191
2021 Q1	$26K	Buy	3,684 +1,322	+56%	+$9.21K	﹤0.01%	899
2020 Q4	$14K	Buy	+2,362	New	+$13.9K	﹤0.01%	875
2020 Q2	–	Sell	-35	Closed	-$168	–	1122
2020 Q1	$168	Sell	35 -169	-83%	-$1.09K	﹤0.01%	1106
2019 Q4	$1.44K	Buy	+204	New	+$1.47K	﹤0.01%	850

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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

CAC

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

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

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

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

Arkadios Wealth Advisors's SMFG Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2021, closing a stake of 3,728 shares — an estimated $26K sold.

Arkadios Wealth Advisors first reported a position in SMFG in Q4 2019 and held it in 6 quarters. The position peaked at $26K in Q3 2021. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 3,728 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2021, an estimated $26K.
Arkadios Wealth Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $26K in Q3 2021.
241 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 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.