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Impact Partnership Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Impact Partnership Wealth’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 		– Sell
-224
Closed -$1.93K – 1181
2023
Q2 		$1.93K Buy
+224
New +$1.85K ﹤0.01% 680

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Impact Partnership Wealth's SMFG Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2023, closing a stake of 224 shares — an estimated $1.93K sold.

Impact Partnership Wealth first reported a position in SMFG in Q2 2023 and held it in 1 quarter. The position peaked at $1.93K in Q2 2023. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Sumitomo Mitsui Financial position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 224 Sumitomo Mitsui Financial shares in Q3 2023, an estimated $1.93K.
  • Impact Partnership Wealth first reported a position in Sumitomo Mitsui Financial in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Sumitomo Mitsui Financial position peaked at $1.93K in Q2 2023.
  • 272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.