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Heritage Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Heritage Wealth 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
2020
Q1 		– Sell
-326
Closed -$2.42K – 566
2019
Q4 		$2.42K Buy
+326
New +$2.35K ﹤0.01% 523

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Advisors's SMFG Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2020, closing a stake of 326 shares — an estimated $2.42K sold.

Heritage Wealth Advisors first reported a position in SMFG in Q4 2019 and held it in 1 quarter. The position peaked at $2.42K in Q4 2019. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 326 Sumitomo Mitsui Financial shares in Q1 2020, an estimated $2.42K.
  • Heritage Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's Sumitomo Mitsui Financial position peaked at $2.42K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.