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SYSTM Wealth Solutions’s Sumitomo Mitsui Financial 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 $6.85B AUM 43.37% 1-Year Est. Return
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
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Sumitomo Mitsui Financial (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. 323 funds tracked by Wall St. Rank hold SMFG as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Sumitomo Mitsui Financial position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 60 Sumitomo Mitsui Financial shares in Q2 2024, an estimated $707.
  • SYSTM Wealth Solutions first reported a position in Sumitomo Mitsui Financial in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Sumitomo Mitsui Financial position peaked at $319K in Q4 2022.
  • 323 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2024.

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