Snowden Capital Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Snowden Capital 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
2023 Q4	–	Sell	-10,650	Closed	-$105K	–	1136
2023 Q3	$105K	Buy	10,650 +505	+5%	+$4.67K	﹤0.01%	1037
2023 Q2	$87.2K	Sell	10,145 -28	-0.3%	-$231	﹤0.01%	1146
2023 Q1	$81.4K	Sell	10,173 -1,971	-16%	-$16.7K	﹤0.01%	1121
2022 Q4	$97.4K	Buy	+12,144	New	+$77.3K	﹤0.01%	1099
2022 Q3	–	Sell	-10,403	Closed	-$61K	–	1160
2022 Q2	$61K	Sell	10,403 -998	-9%	-$6.03K	﹤0.01%	1090
2022 Q1	$71K	Buy	11,401 +9,761	+595%	+$69.5K	﹤0.01%	1005
2021 Q4	$11K	Sell	1,640 -17,250	-91%	-$117K	﹤0.01%	1497
2021 Q3	$132K	Buy	18,890 +458	+2%	+$3.19K	0.01%	852
2021 Q2	$127K	Buy	18,432 +1,935	+12%	+$13.9K	0.01%	855
2021 Q1	$120K	Buy	+16,497	New	+$115K	0.01%	783

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Snowden Capital Advisors's SMFG Position: Q4 2023 in Review

Snowden Capital Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2023, closing a stake of 10,650 shares — an estimated $105K sold.

Snowden Capital Advisors first reported a position in SMFG in Q1 2021 and held it in 10 quarters. The position peaked at $132K in Q3 2021. 308 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

Snowden Capital Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2023 after selling out during the quarter.
Snowden Capital Advisors sold 10,650 Sumitomo Mitsui Financial shares in Q4 2023, an estimated $105K.
Snowden Capital Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2021 and held it in 10 quarters.
Snowden Capital Advisors's Sumitomo Mitsui Financial position peaked at $132K in Q3 2021.
308 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

Based on Snowden Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.