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Fortitude Advisory Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Fortitude Advisory Group’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 		– Sell
-676
Closed -$4K – 1099
2022
Q1 		$4K Hold
676
– – ﹤0.01% 1220
2021
Q4 		$5K Buy
+676
New +$4.58K ﹤0.01% 1194

Other funds holding SMFG

Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fortitude Advisory Group's SMFG Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2022, closing a stake of 676 shares — an estimated $4K sold.

Fortitude Advisory Group first reported a position in SMFG in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 244 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Sumitomo Mitsui Financial position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 676 Sumitomo Mitsui Financial shares in Q2 2022, an estimated $4K.
  • Fortitude Advisory Group first reported a position in Sumitomo Mitsui Financial in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Sumitomo Mitsui Financial position peaked at $5K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.