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Raymond James Financial Services Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Raymond James Financial Services 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 		$189K Sell
14,967
-4,382
-23% -$57.9K ﹤0.01% 3200
2024
Q2 		$259K Sell
19,349
-4,222
-18% -$51.1K ﹤0.01% 2965
2024
Q1 		$277K Sell
23,571
-8,680
-27% -$93.1K ﹤0.01% 2891
2023
Q4 		$312K Sell
32,251
-3,456
-10% -$33.5K ﹤0.01% 2712
2023
Q3 		$352K Buy
35,707
+2,715
+8% +$25.1K ﹤0.01% 2542
2023
Q2 		$284K Buy
32,992
+7,065
+27% +$58.4K ﹤0.01% 2691
2023
Q1 		$207K Buy
25,927
+2,263
+10% +$19.2K ﹤0.01% 2883
2022
Q4 		$190K Sell
23,664
-6,368
-21% -$40.6K ﹤0.01% 2882
2022
Q3 		$165K Buy
30,032
+11,685
+64% +$70.5K ﹤0.01% 2902
2022
Q2 		$108K Buy
+18,347
New +$111K ﹤0.01% 3003
2021
Q4 		– Sell
-14,204
Closed -$100K – 3430
2021
Q3 		$100K Sell
14,204
-669
-4% -$4.66K ﹤0.01% 3118
2021
Q2 		$102K Sell
14,873
-1,031
-6% -$7.39K ﹤0.01% 3137
2021
Q1 		$115K Sell
15,904
-155
-1% -$1.08K ﹤0.01% 3025
2020
Q4 		$99K Buy
16,059
+5,320
+50% +$31.2K ﹤0.01% 2859
2020
Q3 		$60K Sell
10,739
-1,113
-9% -$6.38K ﹤0.01% 2756
2020
Q2 		$67K Sell
11,852
-6,426
-35% -$34.7K ﹤0.01% 2684
2020
Q1 		$88K Sell
18,278
-36,674
-67% -$236K ﹤0.01% 2254
2019
Q4 		$407K Buy
54,952
+40,079
+269% +$288K ﹤0.01% 2106
2019
Q3 		$102K Buy
14,873
+881
+6% +$6.02K ﹤0.01% 2638
2019
Q2 		$99K Buy
13,992
+649
+5% +$4.59K ﹤0.01% 2685
2019
Q1 		$94K Buy
13,343
+1,314
+11% +$9.4K ﹤0.01% 2652
2018
Q4 		$78K Sell
12,029
-8,743
-42% -$65.3K ﹤0.01% 2427
2018
Q3 		$167K Buy
20,772
+1,096
+6% +$8.66K ﹤0.01% 2576
2018
Q2 		$153K Buy
+19,676
New +$163K ﹤0.01% 2545
2018
Q1 		– Sell
-25,767
Closed -$224K – 2709
2017
Q4 		$224K Buy
25,767
+13,426
+109% +$109K ﹤0.01% 2187
2017
Q3 		$95K Buy
12,341
+1,670
+16% +$12.7K ﹤0.01% 2397
2017
Q2 		$84K Buy
+10,671
New +$79.3K ﹤0.01% 2362
2016
Q4 		– Sell
-12,001
Closed -$81K – 2427
2016
Q3 		$81K Buy
12,001
+541
+5% +$3.51K ﹤0.01% 2172
2016
Q2 		$66K Sell
11,460
-5,182
-31% -$31.7K ﹤0.01% 2149
2016
Q1 		$100K Buy
+16,642
New +$104K ﹤0.01% 1903

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 $6.73T AUM 46.02% 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 $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors's SMFG Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 23% in Q3 2024, selling an estimated $57.9K and leaving 14,967 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #3200.

Raymond James Financial Services Advisors first reported a position in SMFG in Q1 2016 and has held it in 30 quarters since. The position peaked at $407K in Q4 2019. 333 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

  • Raymond James Financial Services Advisors held 14,967 shares of Sumitomo Mitsui Financial worth $189K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 4,382 Sumitomo Mitsui Financial shares in Q3 2024, an estimated $57.9K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3200 holding.
  • Raymond James Financial Services Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2016 and has held it in 30 quarters since.
  • Raymond James Financial Services Advisors's Sumitomo Mitsui Financial position peaked at $407K in Q4 2019.
  • 333 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.