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

Atticus 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
2020
Q1 		– Sell
-70
Closed -$1K – 408
2019
Q4 		$1K Buy
+70
New +$504 ﹤0.01% 353

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LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
PPA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atticus Wealth Management's SMFG Position: Q1 2020 in Review

Atticus Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2020, closing a stake of 70 shares — an estimated $1K sold.

Atticus Wealth Management first reported a position in SMFG in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

  • Atticus Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q1 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 70 Sumitomo Mitsui Financial shares in Q1 2020, an estimated $1K.
  • Atticus Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2019 and held it in 1 quarter.
  • Atticus Wealth Management's Sumitomo Mitsui Financial position peaked at $1K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2020.

Based on Atticus Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.