Avidian Wealth Enterprises’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 New York $66.1B AUM 33.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Avidian Wealth Enterprises sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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. 249 funds tracked by Wall St. Rank hold SMFG as of Q1 2022.

Avidian Wealth Enterprises reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2022 after selling out during the quarter.
Avidian Wealth Enterprises sold 18,057 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2022, an estimated $123K.
Avidian Wealth Enterprises first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2021 and held it in 1 quarter.
Avidian Wealth Enterprises's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $123K in Q4 2021.
249 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 Q1 2022.

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