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Comerica Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

Comerica Securities’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
2023
Q1 		– Sell
-2,729
Closed -$21.9K – 1259
2022
Q4 		$21.9K Buy
+2,729
New +$17.4K ﹤0.01% 902
2021
Q2 		– Sell
-13,081
Closed -$95K – 523
2021
Q1 		$95K Buy
13,081
+297
+2% +$2.07K 0.01% 501
2020
Q4 		$79K Hold
12,784
– – 0.01% 476
2020
Q3 		$71K Buy
12,784
+836
+7% +$4.79K 0.01% 451
2020
Q2 		$67K Sell
11,948
-6,082
-34% -$32.9K 0.01% 431
2020
Q1 		$86K Buy
+18,030
New +$116K 0.01% 402
2019
Q4 		– Sell
-11,606
Closed -$79K – 460
2019
Q3 		$79K Sell
11,606
-6,510
-36% -$44.5K 0.01% 411
2019
Q2 		$128K Sell
18,116
-168
-0.9% -$1.19K 0.01% 409
2019
Q1 		$129K Sell
18,284
-303
-2% -$2.17K 0.01% 416
2018
Q4 		$121K Buy
18,587
+4,123
+29% +$30.8K 0.02% 394
2018
Q3 		$116K Buy
14,464
+2,831
+24% +$22.4K 0.01% 415
2018
Q2 		$90K Sell
11,633
-1,672
-13% -$13.9K 0.01% 403
2018
Q1 		$113K Sell
13,305
-28,521
-68% -$255K 0.01% 394
2017
Q4 		$363K Sell
41,826
-550
-1% -$4.46K 0.05% 305
2017
Q3 		$327K Buy
42,376
+1,298
+3% +$9.89K 0.05% 311
2017
Q2 		$327K Buy
41,078
+680
+2% +$5.05K 0.05% 301
2017
Q1 		$293K Buy
40,398
+627
+2% +$4.87K 0.05% 313
2016
Q4 		$304K Buy
39,771
+9,255
+30% +$67.2K 0.07% 268
2016
Q3 		$206K Buy
30,516
+7,306
+31% +$47.4K 0.04% 335
2016
Q2 		$133K Buy
23,210
+4,837
+26% +$29.6K 0.03% 334
2016
Q1 		$110K Sell
18,373
-29,871
-62% -$186K 0.03% 343
2015
Q4 		$366K Buy
48,244
+3,610
+8% +$28.4K 0.09% 234
2015
Q3 		$341K Buy
44,634
+6,058
+16% +$50.9K 0.09% 221
2015
Q2 		$343K Buy
38,576
+4,453
+13% +$38.7K 0.08% 233
2015
Q1 		$264K Buy
+34,123
New +$255K 0.07% 254

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Comerica Securities's SMFG Position: Q1 2023 in Review

Comerica Securities sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2023, closing a stake of 2,729 shares — an estimated $21.9K sold.

Comerica Securities first reported a position in SMFG in Q1 2015 and held it in 25 quarters. The position peaked at $366K in Q4 2015. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

  • Comerica Securities reported no remaining Sumitomo Mitsui Financial position as of Q1 2023 after selling out during the quarter.
  • Comerica Securities sold 2,729 Sumitomo Mitsui Financial shares in Q1 2023, an estimated $21.9K.
  • Comerica Securities first reported a position in Sumitomo Mitsui Financial in Q1 2015 and held it in 25 quarters.
  • Comerica Securities's Sumitomo Mitsui Financial position peaked at $366K in Q4 2015.
  • 265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2023.

Based on Comerica Securities's 13F filing for Q1 2023, filed 27 Apr 2023.