Cetera Advisor Networks’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cetera Advisor Networks’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	$676K	Buy	57,476 +23,824	+71%	+$256K	﹤0.01%	1726
2023 Q4	$326K	Buy	33,652 +14,628	+77%	+$142K	﹤0.01%	2186
2023 Q3	$187K	Buy	19,024 +1,043	+6%	+$9.65K	﹤0.01%	2453
2023 Q2	$155K	Buy	17,981 +432	+2%	+$3.57K	﹤0.01%	2401
2023 Q1	$140K	Sell	17,549 -2,978	-15%	-$25.2K	﹤0.01%	2394
2022 Q4	$165K	Buy	+20,527	New	+$131K	﹤0.01%	2307
2020 Q3	–	Sell	-1,505	Closed	-$8K	–	2743
2020 Q2	$8K	Buy	+1,505	New	+$8.13K	﹤0.01%	2824

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

CIM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cetera Advisor Networks's SMFG Position: Q1 2024 in Review

Cetera Advisor Networks increased its Sumitomo Mitsui Financial (SMFG) stake by 71% in Q1 2024, buying an estimated $256K and bringing the position to 57,476 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Cetera Advisor Networks first reported a position in SMFG in Q2 2020 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

Cetera Advisor Networks held 57,476 shares of Sumitomo Mitsui Financial worth $676K as of Q1 2024.
Cetera Advisor Networks bought 23,824 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $256K.
Sumitomo Mitsui Financial made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1726 holding.
Cetera Advisor Networks first reported a position in Sumitomo Mitsui Financial in Q2 2020 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.