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Evoke Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Evoke 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
2022
Q4 		– Sell
-133
Closed -$1K – 1020
2022
Q3 		$1K Hold
133
– – ﹤0.01% 1138
2022
Q2 		$1K Sell
133
-117
-47% -$707 ﹤0.01% 1134
2022
Q1 		$2K Hold
250
– – ﹤0.01% 1071
2021
Q4 		$2K Hold
250
– – ﹤0.01% 1069
2021
Q3 		$1K Hold
250
– – ﹤0.01% 1105
2021
Q2 		$2K Hold
250
– – ﹤0.01% 1069
2021
Q1 		$2K Hold
250
– – ﹤0.01% 1052
2020
Q4 		$2K Hold
250
– – ﹤0.01% 907
2020
Q3 		$1K Sell
250
-4
-2% -$23 ﹤0.01% 974
2020
Q2 		$1K Sell
254
-297
-54% -$1.6K ﹤0.01% 1022
2020
Q1 		$2.64K Sell
551
-6,212
-92% -$40K ﹤0.01% 757
2019
Q4 		$50.1K Buy
6,763
+7
+0.1% +$50 0.01% 411
2019
Q3 		$46.2K Buy
+6,756
New +$46.2K 0.01% 484

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Evoke Wealth's SMFG Position: Q4 2022 in Review

Evoke Wealth sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2022, closing a stake of 133 shares — an estimated $1K sold.

Evoke Wealth first reported a position in SMFG in Q3 2019 and held it in 13 quarters. The position peaked at $50.1K in Q4 2019. 257 funds tracked by Wall St. Rank hold SMFG as of Q4 2022.

  • Evoke Wealth reported no remaining Sumitomo Mitsui Financial position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 133 Sumitomo Mitsui Financial shares in Q4 2022, an estimated $1K.
  • Evoke Wealth first reported a position in Sumitomo Mitsui Financial in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Sumitomo Mitsui Financial position peaked at $50.1K in Q4 2019.
  • 257 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.