Fieldpoint Private Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

Fieldpoint Private Securities’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 Q2	$17K	Sell	2,863 -11,294	-80%	-$68.2K	﹤0.01%	639
2022 Q1	$89K	Buy	14,157 +115	+0.8%	+$819	0.02%	456
2021 Q4	$95K	Sell	14,042 -1,360	-9%	-$9.21K	0.02%	457
2021 Q3	$108K	Buy	15,402 +2,737	+22%	+$19K	0.02%	402
2021 Q2	$87K	Sell	12,665 -125	-1%	-$896	0.02%	449
2021 Q1	$93K	Buy	12,790 +705	+6%	+$4.91K	0.02%	414
2020 Q4	$75K	Sell	12,085 -4,595	-28%	-$27K	0.02%	428
2020 Q3	$93K	Buy	16,680 +3,585	+27%	+$20.5K	0.03%	274
2020 Q2	$74K	Buy	+13,095	New	+$70.7K	0.03%	247

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fieldpoint Private Securities's SMFG Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Sumitomo Mitsui Financial (SMFG) stake by 80% in Q2 2022, selling an estimated $68.2K and leaving 2,863 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Fieldpoint Private Securities first reported a position in SMFG in Q2 2020 and has held it in 9 quarters since. The position peaked at $108K in Q3 2021. 244 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

Fieldpoint Private Securities held 2,863 shares of Sumitomo Mitsui Financial worth $17K as of Q2 2022.
Fieldpoint Private Securities sold 11,294 Sumitomo Mitsui Financial shares in Q2 2022, an estimated $68.2K.
Sumitomo Mitsui Financial made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #639 holding.
Fieldpoint Private Securities first reported a position in Sumitomo Mitsui Financial in Q2 2020 and has held it in 9 quarters since.
Fieldpoint Private Securities's Sumitomo Mitsui Financial position peaked at $108K in Q3 2021.
244 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.