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Gerber Kawasaki Wealth & Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-2,318
Closed -$16K – 964
2021
Q3 		$16K Buy
+2,318
New +$16.1K ﹤0.01% 561

Other funds holding SMFG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SMFG Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2021, closing a stake of 2,318 shares — an estimated $16K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SMFG in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,318 Sumitomo Mitsui Financial shares in Q4 2021, an estimated $16K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Sumitomo Mitsui Financial in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Sumitomo Mitsui Financial position peaked at $16K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.