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Opal Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-16
Closed -$215 – 1006
2024
Q2 		$215 Buy
+16
New +$194 ﹤0.01% 1212

Other funds holding SMFG

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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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Opal Wealth Advisors's SMFG Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2024, closing a stake of 16 shares — an estimated $215 sold.

Opal Wealth Advisors first reported a position in SMFG in Q2 2024 and held it in 1 quarter. The position peaked at $215 in Q2 2024. 332 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 16 Sumitomo Mitsui Financial shares in Q3 2024, an estimated $215.
  • Opal Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Sumitomo Mitsui Financial position peaked at $215 in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.