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Engrave Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Engrave 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
2020
Q3 		– Sell
-888
Closed -$4K – 369
2020
Q2 		$4K Hold
888
– – ﹤0.01% 348
2020
Q1 		$4K Hold
888
– – ﹤0.01% 296
2019
Q4 		$6K Buy
+888
New +$6.39K 0.01% 346

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PPA
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Engrave Wealth Partners's SMFG Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2020, closing a stake of 888 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in SMFG in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Sumitomo Mitsui Financial position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 888 Sumitomo Mitsui Financial shares in Q3 2020, an estimated $4K.
  • Engrave Wealth Partners first reported a position in Sumitomo Mitsui Financial in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Sumitomo Mitsui Financial position peaked at $6K in Q4 2019.
  • 201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.