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Fortis Capital Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Fortis 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
2023
Q2 		– Sell
-4,354
Closed -$34.8K – 529
2023
Q1 		$34.8K Sell
4,354
-229
-5% -$1.94K 0.02% 333
2022
Q4 		$36.8K Buy
+4,583
New +$29.2K 0.02% 332

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortis Capital Advisors's SMFG Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2023, closing a stake of 4,354 shares — an estimated $34.8K sold.

Fortis Capital Advisors first reported a position in SMFG in Q4 2022 and held it in 2 quarters. The position peaked at $36.8K in Q4 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 4,354 Sumitomo Mitsui Financial shares in Q2 2023, an estimated $34.8K.
  • Fortis Capital Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Sumitomo Mitsui Financial position peaked at $36.8K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.