Liberty Wealth Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Liberty 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
2021 Q4	–	Sell	-234	Closed	-$2K	–	951
2021 Q3	$2K	Buy	234 +121	+107%	+$842	﹤0.01%	1080
2021 Q2	$1K	Sell	113 -63	-36%	-$452	﹤0.01%	1033
2021 Q1	$1K	Hold	176	–	–	﹤0.01%	900
2020 Q4	$1K	Buy	+176	New	+$1.03K	﹤0.01%	903
2020 Q3	–	Sell	-3,450	Closed	-$19K	–	949
2020 Q2	$19K	Sell	3,450 -1,749	-34%	-$9.45K	0.01%	388
2020 Q1	$25K	Buy	5,199 +837	+19%	+$5.39K	0.02%	321
2019 Q4	$32K	Sell	4,362 -8	-0.2%	-$58	0.03%	333
2019 Q3	$30K	Sell	4,370 -3,640	-45%	-$24.9K	0.03%	324
2019 Q2	$57K	Buy	8,010 +376	+5%	+$2.66K	0.05%	230
2019 Q1	$53K	Buy	7,634 +719	+10%	+$5.14K	0.04%	195
2018 Q4	$45K	Buy	+6,915	New	+$51.6K	0.03%	203

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's SMFG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2021, closing a stake of 234 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in SMFG in Q4 2018 and held it in 11 quarters. The position peaked at $57K in Q2 2019. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2021.

Liberty Wealth Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 234 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2021, an estimated $2K.
Liberty Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2018 and held it in 11 quarters.
Liberty Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $57K in Q2 2019.
241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.