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Cetera Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cetera 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
Q1 		$235K Buy
+19,975
New +$214K ﹤0.01% 2115
2023
Q2 		– Sell
-17,955
Closed -$144K – 1753
2023
Q1 		$144K Buy
+17,955
New +$152K ﹤0.01% 1527

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
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
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
Millennium Management New York $240B AUM 35.51% 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

Cetera Advisors's SMFG Position: Q1 2024 in Review

Cetera Advisors opened a new position in Sumitomo Mitsui Financial (SMFG) in Q1 2024: 19,975 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #2115 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in SMFG as recently as Q1 2023.

Cetera Advisors first reported a position in SMFG in Q1 2023 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

  • Cetera Advisors held 19,975 shares of Sumitomo Mitsui Financial worth $235K as of Q1 2024.
  • Sumitomo Mitsui Financial was a new Cetera Advisors position in Q1 2024.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2115 holding.
  • Cetera Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2023 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

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