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Gateway Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History

Gateway Advisory’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
Q3 		$414K Buy
32,803
+381
+1% +$5.03K 0.07% 101
2024
Q2 		$435K Sell
32,422
-2,471
-7% -$29.9K 0.07% 96
2024
Q1 		$411K Buy
34,893
+4,476
+15% +$48K 0.07% 95
2023
Q4 		$294K Buy
+30,417
New +$295K 0.06% 92

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
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gateway Advisory's SMFG Position: Q3 2024 in Review

Gateway Advisory increased its Sumitomo Mitsui Financial (SMFG) stake by 1.2% in Q3 2024, buying an estimated $5.03K and bringing the position to 32,803 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #101.

Gateway Advisory first reported a position in SMFG in Q4 2023 and has held it in 4 quarters since. The position peaked at $435K in Q2 2024. 332 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

  • Gateway Advisory held 32,803 shares of Sumitomo Mitsui Financial worth $414K as of Q3 2024.
  • Gateway Advisory bought 381 Sumitomo Mitsui Financial shares in Q3 2024, an estimated $5.03K.
  • Sumitomo Mitsui Financial made up 0.07% of Gateway Advisory's portfolio in Q3 2024, its #101 holding.
  • Gateway Advisory first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 4 quarters since.
  • Gateway Advisory's Sumitomo Mitsui Financial position peaked at $435K in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.