AWE
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Avidian Wealth Enterprises’s Sumitomo Mitsui Financial SMFG Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-18,057
Closed -$123K – 567
2021
Q4 		$123K Buy
+18,057
New +$122K 0.01% 505

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avidian Wealth Enterprises's SMFG Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2022, closing a stake of 18,057 shares — an estimated $123K sold.

Avidian Wealth Enterprises first reported a position in SMFG in Q4 2021 and held it in 1 quarter. The position peaked at $123K in Q4 2021. 248 funds tracked by Wall St. Rank hold SMFG as of Q1 2022.

  • Avidian Wealth Enterprises reported no remaining Sumitomo Mitsui Financial position as of Q1 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 18,057 Sumitomo Mitsui Financial shares in Q1 2022, an estimated $123K.
  • Avidian Wealth Enterprises first reported a position in Sumitomo Mitsui Financial in Q4 2021 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Sumitomo Mitsui Financial position peaked at $123K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.