Marks Group Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Marks Group 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
2023 Q1	–	Sell	-14,394	Closed	-$115K	–	289
2022 Q4	$115K	Hold	14,394	–	–	0.02%	273
2022 Q3	$79K	Hold	14,394	–	–	0.01%	267
2022 Q2	$85K	Hold	14,394	–	–	0.01%	285
2022 Q1	$90K	Hold	14,394	–	–	0.01%	303
2021 Q4	$98K	Hold	14,394	–	–	0.01%	307
2021 Q3	$101K	Hold	14,394	–	–	0.01%	291
2021 Q2	$99K	Hold	14,394	–	–	0.01%	266
2021 Q1	$104K	Sell	14,394 -2,096	-13%	-$14.6K	0.02%	249
2020 Q4	$102K	Hold	16,490	–	–	0.02%	251
2020 Q3	$92K	Hold	16,490	–	–	0.02%	236
2020 Q2	$92K	Buy	16,490 +1,881	+13%	+$10.2K	0.02%	231
2020 Q1	$70K	Hold	14,609	–	–	0.02%	215
2019 Q4	$108K	Buy	+14,609	New	+$105K	0.02%	233

Other funds holding SMFG

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIM

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

Lazard Asset Management New York $66.1B AUM 33.53% 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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marks Group Wealth Management's SMFG Position: Q1 2023 in Review

Marks Group Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2023, closing a stake of 14,394 shares — an estimated $115K sold.

Marks Group Wealth Management first reported a position in SMFG in Q4 2019 and held it in 13 quarters. The position peaked at $115K in Q4 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

Marks Group Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q1 2023 after selling out during the quarter.
Marks Group Wealth Management sold 14,394 Sumitomo Mitsui Financial shares in Q1 2023, an estimated $115K.
Marks Group Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2019 and held it in 13 quarters.
Marks Group Wealth Management's Sumitomo Mitsui Financial position peaked at $115K in Q4 2022.
265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.