SYSTM Wealth Solutions’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

SYSTM Wealth Solutions’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 Q2	–	Sell	-60	Closed	-$707	–	926
2024 Q1	$707	Sell	60 -8,508	-99%	-$91.3K	﹤0.01%	964
2023 Q4	$82.9K	Sell	8,568 -14,837	-63%	-$144K	0.01%	486
2023 Q3	$231K	Sell	23,405 -6,884	-23%	-$63.7K	0.04%	410
2023 Q2	$260K	Sell	30,289 -708	-2%	-$5.85K	0.04%	407
2023 Q1	$248K	Sell	30,997 -8,792	-22%	-$74.4K	0.04%	413
2022 Q4	$319K	Buy	+39,789	New	+$253K	0.04%	422

Other funds holding SMFG

GAM

Groupama Asset Management Paris, France $7.93B AUM 57.28% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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

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

SYSTM Wealth Solutions's SMFG Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2024, closing a stake of 60 shares — an estimated $707 sold.

SYSTM Wealth Solutions first reported a position in SMFG in Q4 2022 and held it in 6 quarters. The position peaked at $319K in Q4 2022. 324 funds tracked by Wall St. Rank hold SMFG as of Q2 2024.

SYSTM Wealth Solutions reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 60 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2024, an estimated $707.
SYSTM Wealth Solutions first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2022 and held it in 6 quarters.
SYSTM Wealth Solutions's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $319K in Q4 2022.
324 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.