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Front Row Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Front Row 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
2022
Q3 		– Sell
-3,442
Closed -$20K – 938
2022
Q2 		$20K Hold
3,442
– – 0.01% 384
2022
Q1 		$22K Sell
3,442
-158
-4% -$1.13K 0.01% 401
2021
Q4 		$24K Hold
3,600
– – 0.01% 394
2021
Q3 		$25K Buy
3,600
+900
+33% +$6.26K 0.01% 372
2021
Q2 		$18K Hold
2,700
– – 0.01% 447
2021
Q1 		$20K Hold
2,700
– – 0.01% 410
2020
Q4 		$17K Buy
2,700
+660
+32% +$3.87K 0.01% 414
2020
Q3 		$12K Sell
2,040
-333
-14% -$1.91K 0.01% 471
2020
Q2 		$13K Hold
2,373
– – 0.01% 422
2020
Q1 		$12K Sell
2,373
-140
-6% -$902 0.01% 436
2019
Q4 		$19K Buy
2,513
+13
+0.5% +$94 0.01% 339
2019
Q3 		$17K Buy
2,500
+86
+4% +$588 0.01% 346
2019
Q2 		$17K Sell
2,414
-75
-3% -$531 0.01% 345
2019
Q1 		$17K Buy
2,489
+16
+0.6% +$114 0.01% 347
2018
Q4 		$16K Buy
2,473
+534
+28% +$3.99K 0.01% 326
2018
Q3 		$14K Sell
1,939
-8
-0.4% -$63 0.01% 376
2018
Q2 		$16K Buy
1,947
+62
+3% +$515 0.01% 376
2018
Q1 		$16K Buy
1,885
+223
+13% +$1.99K 0.01% 364
2017
Q4 		$14K Buy
+1,662
New +$13.5K 0.01% 389

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Front Row Advisors's SMFG Position: Q3 2022 in Review

Front Row Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2022, closing a stake of 3,442 shares — an estimated $20K sold.

Front Row Advisors first reported a position in SMFG in Q4 2017 and held it in 19 quarters. The position peaked at $25K in Q3 2021. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

  • Front Row Advisors reported no remaining Sumitomo Mitsui Financial position as of Q3 2022 after selling out during the quarter.
  • Front Row Advisors sold 3,442 Sumitomo Mitsui Financial shares in Q3 2022, an estimated $20K.
  • Front Row Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 19 quarters.
  • Front Row Advisors's Sumitomo Mitsui Financial position peaked at $25K in Q3 2021.
  • 243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

Based on Front Row Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.