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

Icon Wealth Partners’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
2023 Q3	$122K	Sell	12,388 -75	-0.6%	-$694	0.01%	353
2023 Q2	$107K	Hold	12,463	–	–	0.01%	399
2023 Q1	$99.7K	Buy	+12,463	New	+$105K	0.01%	412
2022 Q2	$113K	Hold	19,133	–	–	0.01%	295
2022 Q1	$120K	Buy	+19,133	New	+$136K	0.01%	328
2020 Q1	–	Sell	-19,185	Closed	-$142K	–	179
2019 Q4	$142K	Hold	19,185	–	–	0.04%	173
2019 Q3	$131K	Sell	19,185 -1,273	-6%	-$8.7K	0.04%	163
2019 Q2	$144K	Buy	20,458 +3,189	+18%	+$22.6K	0.05%	158
2019 Q1	$121K	Buy	17,269 +1,668	+11%	+$11.9K	0.05%	205
2018 Q4	$102K	Sell	15,601 -3,276	-17%	-$24.5K	0.05%	216
2018 Q3	$152K	Buy	18,877 +8,551	+83%	+$67.6K	0.06%	205
2018 Q2	$80K	Sell	10,326 -6,233	-38%	-$51.8K	0.03%	283
2018 Q1	$141K	Buy	16,559 +1,105	+7%	+$9.87K	0.08%	200
2017 Q4	$134K	Buy	+15,454	New	+$125K	0.07%	227

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Icon Wealth Partners's SMFG Position: Q3 2023 in Review

Icon Wealth Partners reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.6% in Q3 2023, selling an estimated $694 and leaving 12,388 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #353.

Icon Wealth Partners first reported a position in SMFG in Q4 2017 and has held it in 14 quarters since. The position peaked at $152K in Q3 2018. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.

Icon Wealth Partners held 12,388 shares of Sumitomo Mitsui Financial worth $122K as of Q3 2023.
Icon Wealth Partners sold 75 Sumitomo Mitsui Financial shares in Q3 2023, an estimated $694.
Sumitomo Mitsui Financial made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #353 holding.
Icon Wealth Partners first reported a position in Sumitomo Mitsui Financial in Q4 2017 and has held it in 14 quarters since.
Icon Wealth Partners's Sumitomo Mitsui Financial position peaked at $152K in Q3 2018.
272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.