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Dixon Hughes Goodman Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$1K Hold
185
– – ﹤0.01% 836
2021
Q4 		$1K Buy
+185
New +$1.25K ﹤0.01% 781

Other funds holding SMFG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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 $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SMFG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Sumitomo Mitsui Financial (SMFG) position steady in Q1 2022 at 185 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Dixon Hughes Goodman Wealth Advisors first reported a position in SMFG in Q4 2021 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold SMFG as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 185 shares of Sumitomo Mitsui Financial worth $1K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Sumitomo Mitsui Financial share count unchanged in Q1 2022.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #836 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.