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Kore Private Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Kore Private 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
2021
Q4 		– Sell
-24,613
Closed -$173K – 437
2021
Q3 		$173K Buy
24,613
+2,246
+10% +$15.6K 0.02% 430
2021
Q2 		$154K Buy
+22,367
New +$160K 0.02% 402
2020
Q3 		– Sell
-425
Closed -$2K – 948
2020
Q2 		$2K Sell
425
-4,064
-91% -$22K ﹤0.01% 1050
2020
Q1 		$22K Buy
4,489
+1,379
+44% +$8.88K 0.01% 574
2019
Q4 		$23K Buy
+3,110
New +$22.4K ﹤0.01% 610
2019
Q1 		– Sell
-720
Closed -$5K – 974
2018
Q4 		$5K Buy
+720
New +$5.38K ﹤0.01% 690

Other funds holding SMFG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kore Private Wealth's SMFG Position: Q4 2021 in Review

Kore Private Wealth sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2021, closing a stake of 24,613 shares — an estimated $173K sold.

Kore Private Wealth first reported a position in SMFG in Q4 2018 and held it in 6 quarters. The position peaked at $173K in Q3 2021. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2021.

  • Kore Private Wealth reported no remaining Sumitomo Mitsui Financial position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 24,613 Sumitomo Mitsui Financial shares in Q4 2021, an estimated $173K.
  • Kore Private Wealth first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 6 quarters.
  • Kore Private Wealth's Sumitomo Mitsui Financial position peaked at $173K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.