Concord Wealth Partners’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-206	Closed	-$2.03K	–	999
2023 Q3	$2.03K	Hold	206	–	–	﹤0.01%	868
2023 Q2	$1.77K	Hold	206	–	–	﹤0.01%	887
2023 Q1	$1.65K	Hold	206	–	–	﹤0.01%	842
2022 Q4	$1.65K	Buy	+206	New	+$1.31K	﹤0.01%	982
2022 Q3	–	Sell	-206	Closed	-$1K	–	983
2022 Q2	$1K	Hold	206	–	–	﹤0.01%	1194
2022 Q1	$1K	Hold	206	–	–	﹤0.01%	1245
2021 Q4	$1K	Hold	206	–	–	﹤0.01%	1262
2021 Q3	$1K	Hold	206	–	–	﹤0.01%	864
2021 Q2	$1K	Hold	206	–	–	﹤0.01%	1008
2021 Q1	$1K	Buy	+206	New	+$1.44K	﹤0.01%	956

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

CIM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concord Wealth Partners's SMFG Position: Q4 2023 in Review

Concord Wealth Partners sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2023, closing a stake of 206 shares — an estimated $2.03K sold.

Concord Wealth Partners first reported a position in SMFG in Q1 2021 and held it in 10 quarters. The position peaked at $2.03K in Q3 2023. 308 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

Concord Wealth Partners reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 206 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2023, an estimated $2.03K.
Concord Wealth Partners first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.03K in Q3 2023.
308 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.