Janiczek Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Janiczek Wealth 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 Q2	$68	Hold	5	–	–	﹤0.01%	1074
2024 Q1	$59	Hold	5	–	–	﹤0.01%	1076
2023 Q4	$49	Hold	5	–	–	﹤0.01%	1118
2023 Q3	$50	Hold	5	–	–	﹤0.01%	1048
2023 Q2	$43	Hold	5	–	–	﹤0.01%	983
2023 Q1	$42	Hold	5	–	–	﹤0.01%	993
2022 Q4	$43	Sell	5 -180	-97%	-$1.15K	﹤0.01%	1021
2022 Q3	$1K	Hold	185	–	–	﹤0.01%	870
2022 Q2	$1K	Sell	185 -6,875	-97%	-$41.5K	﹤0.01%	905
2022 Q1	$44K	Hold	7,060	–	–	0.01%	325
2021 Q4	$48K	Buy	7,060 +110	+2%	+$745	0.01%	314
2021 Q3	$49K	Buy	6,950 +595	+9%	+$4.14K	0.02%	290
2021 Q2	$44K	Sell	6,355 -1,025	-14%	-$7.35K	0.02%	277
2021 Q1	$54K	Buy	7,380 +1,025	+16%	+$7.14K	0.02%	219
2020 Q4	$39K	Buy	6,355 +4,445	+233%	+$26.1K	0.02%	243
2020 Q3	$11K	Buy	1,910 +1,658	+658%	+$9.5K	0.01%	229
2020 Q2	$1K	Buy	+252	New	+$1.36K	﹤0.01%	350

Other funds holding SMFG

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

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

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Janiczek Wealth Management's SMFG Position: Q2 2024 in Review

Janiczek Wealth Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2024 at 5 shares worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Janiczek Wealth Management first reported a position in SMFG in Q2 2020 and has held it in 17 quarters since. The position peaked at $54K in Q1 2021. 323 funds tracked by Wall St. Rank hold SMFG as of Q2 2024.

Janiczek Wealth Management held 5 shares of Sumitomo Mitsui Financial worth $68 as of Q2 2024.
Janiczek Wealth Management left its Sumitomo Mitsui Financial share count unchanged in Q2 2024.
Sumitomo Mitsui Financial made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1074 holding.
Janiczek Wealth Management first reported a position in Sumitomo Mitsui Financial in Q2 2020 and has held it in 17 quarters since.
Janiczek Wealth Management's Sumitomo Mitsui Financial position peaked at $54K in Q1 2021.
323 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.