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Realta Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-2,997
Closed -$22K – 1214
2019
Q4 		$22K Hold
2,997
– – 0.01% 900
2019
Q3 		$21K Sell
2,997
-887
-23% -$6.06K 0.01% 911
2019
Q2 		$27K Buy
3,884
+2,182
+128% +$15.4K 0.01% 836
2019
Q1 		$12K Buy
+1,702
New +$12.2K 0.01% 875

Other funds holding SMFG

Lazard Asset Management
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Realta Investment Advisors's SMFG Position: Q1 2020 in Review

Realta Investment Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2020, closing a stake of 2,997 shares — an estimated $22K sold.

Realta Investment Advisors first reported a position in SMFG in Q1 2019 and held it in 4 quarters. The position peaked at $27K in Q2 2019. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

  • Realta Investment Advisors reported no remaining Sumitomo Mitsui Financial position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 2,997 Sumitomo Mitsui Financial shares in Q1 2020, an estimated $22K.
  • Realta Investment Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Sumitomo Mitsui Financial position peaked at $27K in Q2 2019.
  • 219 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.