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EW
Evoke Wealth’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
Evoke Wealth’s Portfolio
SMFG Stock Details
SMFG Fund Activity
Bought
Maintained
Sold
Shares
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
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
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
CAC
Cowen and Company
New York
$2.97B AUM
105.26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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