International Assets Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

International Assets Investment Management’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 Q4	–	Sell	-54,221	Closed	-$4.29K	–	1748
2024 Q3	$4.29K	Buy	+54,221	New	+$716K	0.01%	611
2023 Q2	–	Sell	-3,869	Closed	-$31K	–	912
2023 Q1	$31K	Buy	+3,869	New	+$32.7K	﹤0.01%	746
2021 Q2	–	Sell	-1,420	Closed	-$9K	–	1674
2021 Q1	$9K	Buy	1,420 +710	+100%	+$4.95K	﹤0.01%	1609
2020 Q4	$4K	Buy	+710	New	+$4.17K	﹤0.01%	1731

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

International Assets Investment Management's SMFG Position: Q4 2024 in Review

International Assets Investment Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2024, closing a stake of 54,221 shares — an estimated $4.29K sold.

International Assets Investment Management first reported a position in SMFG in Q4 2020 and held it in 4 quarters. The position peaked at $31K in Q1 2023. 348 funds tracked by Wall St. Rank hold SMFG as of Q4 2024.

International Assets Investment Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2024 after selling out during the quarter.
International Assets Investment Management sold 54,221 Sumitomo Mitsui Financial shares in Q4 2024, an estimated $4.29K.
International Assets Investment Management first reported a position in Sumitomo Mitsui Financial in Q4 2020 and held it in 4 quarters.
International Assets Investment Management's Sumitomo Mitsui Financial position peaked at $31K in Q1 2023.
348 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.