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Perigon Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Perigon 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
2024
Q3 		– Sell
-10,679
Closed -$143K – 1027
2024
Q2 		$143K Buy
+10,679
New +$129K ﹤0.01% 832
2017
Q1 		– Sell
-4,220
Closed -$32K – 696
2016
Q4 		$32K Hold
4,220
– – 0.01% 405
2016
Q3 		$28K Buy
+4,220
New +$27.4K 0.01% 360

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
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

Perigon Wealth Management's SMFG Position: Q3 2024 in Review

Perigon Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2024, closing a stake of 10,679 shares — an estimated $143K sold.

Perigon Wealth Management first reported a position in SMFG in Q3 2016 and held it in 3 quarters. The position peaked at $143K in Q2 2024. 332 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

  • Perigon Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 10,679 Sumitomo Mitsui Financial shares in Q3 2024, an estimated $143K.
  • Perigon Wealth Management first reported a position in Sumitomo Mitsui Financial in Q3 2016 and held it in 3 quarters.
  • Perigon Wealth Management's Sumitomo Mitsui Financial position peaked at $143K in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on Perigon Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.