Carolinas Wealth Consulting’s Sumitomo Mitsui Financial SMFG Stock Holding History

Carolinas Wealth Consulting’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 Q1	–	Sell	-132	Closed	-$1.28K	–	1141
2023 Q4	$1.28K	Hold	132	–	–	﹤0.01%	802
2023 Q3	$1.28K	Sell	132 -134	-50%	-$1.24K	﹤0.01%	794
2023 Q2	$2.29K	Sell	266 -16	-6%	-$132	﹤0.01%	793
2023 Q1	$2.26K	Hold	282	–	–	﹤0.01%	794
2022 Q4	$2.26K	Buy	+282	New	+$1.8K	﹤0.01%	793
2020 Q3	–	Sell	-340	Closed	-$2K	–	999
2020 Q2	$2K	Buy	+340	New	+$1.84K	﹤0.01%	514

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 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

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

Carolinas Wealth Consulting's SMFG Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 132 shares — an estimated $1.28K sold.

Carolinas Wealth Consulting first reported a position in SMFG in Q2 2020 and held it in 6 quarters. The position peaked at $2.29K in Q2 2023. 310 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

Carolinas Wealth Consulting reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 132 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $1.28K.
Carolinas Wealth Consulting first reported a position in Sumitomo Mitsui Financial in Q2 2020 and held it in 6 quarters.
Carolinas Wealth Consulting's Sumitomo Mitsui Financial position peaked at $2.29K in Q2 2023.
310 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.