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Belpointe Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-9,840
Closed -$78.7K – 2934
2023
Q1 		$78.7K Sell
9,840
-1,221
-11% -$10.3K ﹤0.01% 1450
2022
Q4 		$88.7K Buy
+11,061
New +$70.4K 0.01% 1300

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Belpointe Asset Management's SMFG Position: Q2 2023 in Review

Belpointe Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2023, closing a stake of 9,840 shares — an estimated $78.7K sold.

Belpointe Asset Management first reported a position in SMFG in Q4 2022 and held it in 2 quarters. The position peaked at $88.7K in Q4 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q2 2023.

  • Belpointe Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 9,840 Sumitomo Mitsui Financial shares in Q2 2023, an estimated $78.7K.
  • Belpointe Asset Management first reported a position in Sumitomo Mitsui Financial in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Sumitomo Mitsui Financial position peaked at $88.7K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.