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Redwood Wealth Management Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Redwood Wealth Management Group’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
-125
Closed -$1.68K – 936
2024
Q2 		$1.68K Buy
+125
New +$1.51K ﹤0.01% 917
2023
Q1 		– Sell
-19,087
Closed -$153K – 161
2022
Q4 		$153K Buy
+19,087
New +$122K 0.19% 117

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 $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Redwood Wealth Management Group's SMFG Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2024, closing a stake of 125 shares — an estimated $1.68K sold.

Redwood Wealth Management Group first reported a position in SMFG in Q4 2022 and held it in 2 quarters. The position peaked at $153K in Q4 2022. 333 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Sumitomo Mitsui Financial position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 125 Sumitomo Mitsui Financial shares in Q3 2024, an estimated $1.68K.
  • Redwood Wealth Management Group first reported a position in Sumitomo Mitsui Financial in Q4 2022 and held it in 2 quarters.
  • Redwood Wealth Management Group's Sumitomo Mitsui Financial position peaked at $153K in Q4 2022.
  • 333 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.