IWA
SMFG icon

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

Icon 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
2022
Q4 		$147K Sell
18,294
-977
-5% -$6.22K 0.02% 317
2022
Q3 		$106K Buy
+19,271
New +$116K 0.01% 386

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Icon Wealth Advisors's SMFG Position: Q4 2022 in Review

Icon Wealth Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 5.1% in Q4 2022, selling an estimated $6.22K and leaving 18,294 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #317.

Icon Wealth Advisors first reported a position in SMFG in Q3 2022 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold SMFG as of Q4 2022.

  • Icon Wealth Advisors held 18,294 shares of Sumitomo Mitsui Financial worth $147K as of Q4 2022.
  • Icon Wealth Advisors sold 977 Sumitomo Mitsui Financial shares in Q4 2022, an estimated $6.22K.
  • Sumitomo Mitsui Financial made up 0.02% of Icon Wealth Advisors's portfolio in Q4 2022, its #317 holding.
  • Icon Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2022 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.