Concord Wealth Partners’s Sumitomo Mitsui Financial 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 $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return