FinTrust Capital Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

FinTrust Capital 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 Q1	–	Sell	-319	Closed	-$3.09K	–	1310
2023 Q4	$3.09K	Sell	319 -156	-33%	-$1.51K	﹤0.01%	1039
2023 Q3	$4.68K	Sell	475 -265	-36%	-$2.45K	﹤0.01%	903
2023 Q2	$5.93K	Hold	740	–	–	﹤0.01%	845
2023 Q1	$5.93K	Hold	740	–	–	﹤0.01%	838
2022 Q4	$5.93K	Hold	740	–	–	﹤0.01%	836
2022 Q3	$4K	Hold	740	–	–	﹤0.01%	1052
2022 Q2	$4K	Hold	740	–	–	﹤0.01%	1064
2022 Q1	$5K	Sell	740 -139	-16%	-$990	﹤0.01%	1073
2021 Q4	$6K	Hold	879	–	–	﹤0.01%	1011
2021 Q3	$6K	Hold	879	–	–	﹤0.01%	1006
2021 Q2	$6K	Sell	879 -333	-27%	-$2.39K	﹤0.01%	1027
2021 Q1	$9K	Sell	1,212 -132	-10%	-$919	﹤0.01%	928
2020 Q4	$8K	Buy	1,344 +182	+16%	+$1.07K	﹤0.01%	900
2020 Q3	$6K	Hold	1,162	–	–	﹤0.01%	944
2020 Q2	$7K	Sell	1,162 -943	-45%	-$5.09K	﹤0.01%	793
2020 Q1	$10K	Buy	2,105 +1,973	+1,495%	+$12.7K	﹤0.01%	758
2019 Q4	$1K	Sell	132 -745	-85%	-$5.36K	﹤0.01%	1048
2019 Q3	$6K	Hold	877	–	–	﹤0.01%	852
2019 Q2	$6K	Sell	877 -823	-48%	-$5.83K	﹤0.01%	809
2019 Q1	$12K	Buy	1,700 +455	+37%	+$3.25K	0.01%	732
2018 Q4	$8K	Buy	+1,245	New	+$9.29K	﹤0.01%	835

Other funds holding SMFG

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

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

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

CIM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FinTrust Capital Advisors's SMFG Position: Q1 2024 in Review

FinTrust Capital Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2024, closing a stake of 319 shares — an estimated $3.09K sold.

FinTrust Capital Advisors first reported a position in SMFG in Q4 2018 and held it in 21 quarters. The position peaked at $12K in Q1 2019. 311 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

FinTrust Capital Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 319 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2024, an estimated $3.09K.
FinTrust Capital Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2018 and held it in 21 quarters.
FinTrust Capital Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $12K in Q1 2019.
311 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q1 2024.

Based on FinTrust Capital Advisors's 13F filing for Q1 2024, filed 2 May 2024.