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Money Concepts Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Money Concepts Capital’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
-377
Closed -$3.02K – 2521
2022
Q4 		$3.02K Buy
+377
New +$2.4K ﹤0.01% 2546

Other funds holding SMFG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Money Concepts Capital's SMFG Position: Q1 2023 in Review

Money Concepts Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2023, closing a stake of 377 shares — an estimated $3.02K sold.

Money Concepts Capital first reported a position in SMFG in Q4 2022 and held it in 1 quarter. The position peaked at $3.02K in Q4 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

  • Money Concepts Capital reported no remaining Sumitomo Mitsui Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 377 Sumitomo Mitsui Financial shares in Q1 2023, an estimated $3.02K.
  • Money Concepts Capital first reported a position in Sumitomo Mitsui Financial in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Sumitomo Mitsui Financial position peaked at $3.02K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.