Parallax Volatility Advisers
SMFG icon

Parallax Volatility Advisers’s Sumitomo Mitsui Financial SMFG Stock Holding History

Parallax Volatility Advisers’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
Q4 		– Sell
-37,330
Closed -$362K – 2462
2023
Q3 		$368K Buy
+37,330
New +$345K ﹤0.01% 1683
2016
Q2 		– Sell
-427,921
Closed -$2.57M – 3443
2016
Q1 		$2.57M Buy
427,921
+199,714
+88% +$1.25M 0.01% 818
2015
Q4 		$1.73M Buy
228,207
+14,065
+7% +$111K ﹤0.01% 1063
2015
Q3 		$1.63M Buy
+214,142
New +$1.8M ﹤0.01% 1105

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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