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Loring Wolcott & Coolidge Fiduciary Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-1,534
Closed -$11K – 910
2021
Q2 		$11K Buy
+1,534
New +$11K ﹤0.01% 621

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SMFG Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2021, closing a stake of 1,534 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SMFG in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 235 funds tracked by Wall St. Rank hold SMFG as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Sumitomo Mitsui Financial position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,534 Sumitomo Mitsui Financial shares in Q3 2021, an estimated $11K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Sumitomo Mitsui Financial position peaked at $11K in Q2 2021.
  • 235 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.