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Inspire Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Inspire 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
2024
Q2 		– Sell
-58,974
Closed -$694K – 462
2024
Q1 		$694K Buy
58,974
+7,793
+15% +$83.6K 0.1% 146
2023
Q4 		$495K Buy
51,181
+6,193
+14% +$60K 0.07% 181
2023
Q3 		$443K Buy
44,988
+364
+0.8% +$3.37K 0.08% 144
2023
Q2 		$384K Buy
44,624
+8,761
+24% +$72.4K 0.07% 127
2023
Q1 		$287K Sell
35,863
-5,068
-12% -$42.9K 0.07% 123
2022
Q4 		$328K Buy
40,931
+338
+0.8% +$2.15K 0.08% 91
2022
Q3 		$223K Buy
40,593
+5,856
+17% +$35.3K 0.06% 103
2022
Q2 		$205K Buy
34,737
+14,972
+76% +$90.4K 0.06% 88
2022
Q1 		$124K Buy
19,765
+6,789
+52% +$48.4K 0.03% 102
2021
Q4 		$88K Buy
+12,976
New +$87.9K 0.02% 95
2021
Q3 		– Sell
-11,303
Closed -$78K – 109
2021
Q2 		$78K Buy
11,303
+584
+5% +$4.19K 0.03% 85
2021
Q1 		$78K Sell
10,719
-958
-8% -$6.67K 0.03% 74
2020
Q4 		$72K Buy
+11,677
New +$68.5K 0.03% 185

Other funds holding SMFG

GAM
Groupama Asset Management Paris, France $7.93B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Inspire Advisors's SMFG Position: Q2 2024 in Review

Inspire Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2024, closing a stake of 58,974 shares — an estimated $694K sold.

Inspire Advisors first reported a position in SMFG in Q4 2020 and held it in 13 quarters. The position peaked at $694K in Q1 2024. 324 funds tracked by Wall St. Rank hold SMFG as of Q2 2024.

  • Inspire Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2024 after selling out during the quarter.
  • Inspire Advisors sold 58,974 Sumitomo Mitsui Financial shares in Q2 2024, an estimated $694K.
  • Inspire Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2020 and held it in 13 quarters.
  • Inspire Advisors's Sumitomo Mitsui Financial position peaked at $694K in Q1 2024.
  • 324 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2024.

Based on Inspire Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.