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

Baystate 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
2023 Q4	$369	Buy	38 +1	+3%	+$10	﹤0.01%	1221
2023 Q3	$370	Sell	37 -232	-86%	-$2.15K	﹤0.01%	954
2023 Q2	$2.32K	Hold	269	–	–	﹤0.01%	821
2023 Q1	$2.16K	Buy	269 +233	+647%	+$1.97K	﹤0.01%	817
2022 Q4	$0	Hold	36	–	–	﹤0.01%	982
2022 Q3	$0	Buy	36 +1	+3%	+$6	﹤0.01%	937
2022 Q2	$0	Hold	35	–	–	﹤0.01%	949
2022 Q1	$0	Sell	35 -24	-41%	-$171	﹤0.01%	932
2021 Q4	$0	Hold	59	–	–	﹤0.01%	959
2021 Q3	$0	Buy	59 +1	+2%	+$7	﹤0.01%	884
2021 Q2	$0	Hold	58	–	–	﹤0.01%	851
2021 Q1	$0	Buy	+58	New	+$404	﹤0.01%	819

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's SMFG Position: Q4 2023 in Review

Baystate Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 2.7% in Q4 2023, buying an estimated $10 and bringing the position to 38 shares worth $369. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Baystate Wealth Management first reported a position in SMFG in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.32K in Q2 2023. 306 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

Baystate Wealth Management held 38 shares of Sumitomo Mitsui Financial worth $369 as of Q4 2023.
Baystate Wealth Management bought 1 Sumitomo Mitsui Financial share in Q4 2023, an estimated $10.
Sumitomo Mitsui Financial made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1221 holding.
Baystate Wealth Management first reported a position in Sumitomo Mitsui Financial in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's Sumitomo Mitsui Financial position peaked at $2.32K in Q2 2023.
306 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.