Connectus Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Connectus Wealth’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 Q3	–	Sell	-91,101	Closed	-$783K	–	522
2023 Q2	$783K	Buy	+91,101	New	+$753K	0.02%	302

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 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CIM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connectus Wealth's SMFG Position: Q3 2023 in Review

Connectus Wealth sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2023, closing a stake of 91,101 shares — an estimated $783K sold.

Connectus Wealth first reported a position in SMFG in Q2 2023 and held it in 1 quarter. The position peaked at $783K in Q2 2023. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.

Connectus Wealth reported no remaining Sumitomo Mitsui Financial position as of Q3 2023 after selling out during the quarter.
Connectus Wealth sold 91,101 Sumitomo Mitsui Financial shares in Q3 2023, an estimated $783K.
Connectus Wealth first reported a position in Sumitomo Mitsui Financial in Q2 2023 and held it in 1 quarter.
Connectus Wealth's Sumitomo Mitsui Financial position peaked at $783K in Q2 2023.
272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2023.

Based on Connectus Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.