Capstone Investment Advisors
SMFG icon

Capstone Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capstone Investment Advisors’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
2024
Q3 		– Sell
-32,174
Closed -$431K – 2190
2024
Q2 		$431K Buy
32,174
+10,138
+46% +$123K ﹤0.01% 1387
2024
Q1 		$259K Buy
+22,036
New +$236K ﹤0.01% 1900

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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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Investment Advisors's SMFG Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2024, closing a stake of 32,174 shares — an estimated $431K sold.

Capstone Investment Advisors first reported a position in SMFG in Q1 2024 and held it in 2 quarters. The position peaked at $431K in Q2 2024. 332 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Sumitomo Mitsui Financial position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 32,174 Sumitomo Mitsui Financial shares in Q3 2024, an estimated $431K.
  • Capstone Investment Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's Sumitomo Mitsui Financial position peaked at $431K in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.