Financial Synergies Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-183	Closed	-$2.15K	–	403
2024 Q1	$2.15K	Hold	183	–	–	﹤0.01%	318
2023 Q4	$1.47K	Hold	183	–	–	﹤0.01%	279
2023 Q3	$1.8K	Hold	183	–	–	﹤0.01%	311
2023 Q2	$1.57K	Hold	183	–	–	﹤0.01%	318
2023 Q1	$1.46K	Hold	183	–	–	﹤0.01%	332
2022 Q4	$1.47K	Buy	+183	New	+$1.17K	﹤0.01%	279

Other funds holding SMFG

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Synergies Wealth Advisors's SMFG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2024, closing a stake of 183 shares — an estimated $2.15K sold.

Financial Synergies Wealth Advisors first reported a position in SMFG in Q4 2022 and held it in 6 quarters. The position peaked at $2.15K in Q1 2024. 323 funds tracked by Wall St. Rank hold SMFG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 183 Sumitomo Mitsui Financial shares in Q2 2024, an estimated $2.15K.
Financial Synergies Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Sumitomo Mitsui Financial position peaked at $2.15K in Q1 2024.
323 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.