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Childress Capital Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Childress Capital 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
2021
Q1 		– Sell
-190
Closed -$1K – 819
2020
Q4 		$1K Buy
+190
New +$1.11K ﹤0.01% 1063

Other funds holding SMFG

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CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Childress Capital Advisors's SMFG Position: Q1 2021 in Review

Childress Capital Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2021, closing a stake of 190 shares — an estimated $1K sold.

Childress Capital Advisors first reported a position in SMFG in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 229 funds tracked by Wall St. Rank hold SMFG as of Q1 2021.

  • Childress Capital Advisors reported no remaining Sumitomo Mitsui Financial position as of Q1 2021 after selling out during the quarter.
  • Childress Capital Advisors sold 190 Sumitomo Mitsui Financial shares in Q1 2021, an estimated $1K.
  • Childress Capital Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2020 and held it in 1 quarter.
  • Childress Capital Advisors's Sumitomo Mitsui Financial position peaked at $1K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2021.

Based on Childress Capital Advisors's 13F filing for Q1 2021, filed 21 May 2021.