Patriot Financial Group Insurance Agency’s Sumitomo Mitsui Financial SMFG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-3,601	Closed	-$21K	–	1718
2022 Q2	$21K	Sell	3,601 -402	-10%	-$2.43K	﹤0.01%	994
2022 Q1	$25K	Buy	4,003 +619	+18%	+$4.41K	﹤0.01%	1008
2021 Q4	$23K	Sell	3,384 -74	-2%	-$501	﹤0.01%	1169
2021 Q3	$24K	Buy	3,458 +585	+20%	+$4.07K	﹤0.01%	1142
2021 Q2	$20K	Sell	2,873 -740	-20%	-$5.31K	﹤0.01%	1181
2021 Q1	$26K	Buy	3,613 +81	+2%	+$564	0.01%	996
2020 Q4	$22K	Sell	3,532 -81	-2%	-$475	0.01%	943
2020 Q3	$20K	Hold	3,613	–	–	0.01%	800
2020 Q2	$20K	Buy	3,613 +479	+15%	+$2.59K	0.01%	747
2020 Q1	$15K	Buy	3,134 +2,844	+981%	+$18.3K	0.01%	739
2019 Q4	$2K	Sell	290 -1	-0.3%	-$7	﹤0.01%	1147
2019 Q3	$2K	Buy	291 +27	+10%	+$184	﹤0.01%	1120
2019 Q2	$2K	Sell	264 -58	-18%	-$411	﹤0.01%	1147
2019 Q1	$2K	Buy	+322	New	+$2.3K	﹤0.01%	1044

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CIM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SMFG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2022, closing a stake of 3,601 shares — an estimated $21K sold.

Patriot Financial Group Insurance Agency first reported a position in SMFG in Q1 2019 and held it in 14 quarters. The position peaked at $26K in Q1 2021. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Sumitomo Mitsui Financial position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 3,601 Sumitomo Mitsui Financial shares in Q3 2022, an estimated $21K.
Patriot Financial Group Insurance Agency first reported a position in Sumitomo Mitsui Financial in Q1 2019 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's Sumitomo Mitsui Financial position peaked at $26K in Q1 2021.
243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.