TD Ameritrade Investment Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

TD Ameritrade Investment Management’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 Q3	–	Sell	-200	Closed	-$2K	–	406
2023 Q2	$2K	Hold	200	–	–	﹤0.01%	475
2023 Q1	$2K	Sell	200 -273	-58%	-$2.31K	﹤0.01%	504
2022 Q4	$4K	Sell	473 -486	-51%	-$3.1K	﹤0.01%	445
2022 Q3	$5K	Sell	959 -290	-23%	-$1.75K	﹤0.01%	428
2022 Q2	$7K	Sell	1,249 -917	-42%	-$5.54K	﹤0.01%	449
2022 Q1	$14K	Sell	2,166 -517	-19%	-$3.68K	﹤0.01%	459
2021 Q4	$18K	Sell	2,683 -1,580	-37%	-$10.7K	﹤0.01%	426
2021 Q3	$24K	Buy	4,263 +1,361	+47%	+$9.47K	﹤0.01%	375
2021 Q2	$20K	Sell	2,902 -1,812	-38%	-$13K	﹤0.01%	397
2021 Q1	$29K	Hold	4,714	–	–	﹤0.01%	371
2020 Q4	$29K	Buy	4,714 +451	+11%	+$2.65K	﹤0.01%	371
2020 Q3	$24K	Hold	4,263	–	–	﹤0.01%	375
2020 Q2	$24K	Sell	4,263 -168	-4%	-$907	﹤0.01%	369
2020 Q1	$21K	Buy	4,431 +1,186	+37%	+$7.64K	﹤0.01%	355
2019 Q4	$24K	Buy	3,245 +213	+7%	+$1.53K	﹤0.01%	376
2019 Q3	$21K	Buy	3,032 +104	+4%	+$710	﹤0.01%	374
2019 Q2	$21K	Sell	2,928 -701	-19%	-$4.96K	﹤0.01%	332
2019 Q1	$26K	Buy	3,629 +88	+2%	+$629	﹤0.01%	296
2018 Q4	$23K	Buy	3,541 +1,051	+42%	+$7.84K	﹤0.01%	289
2018 Q3	$20K	Buy	2,490 +2,353	+1,718%	+$18.6K	﹤0.01%	283
2018 Q2	$1K	Buy	+137	New	+$1.14K	﹤0.01%	444

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

Lazard Asset Management New York $66.1B AUM 33.53% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TD Ameritrade Investment Management's SMFG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2023, closing a stake of 200 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in SMFG in Q2 2018 and held it in 21 quarters. The position peaked at $29K in Q1 2021. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 200 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2023, an estimated $2K.
TD Ameritrade Investment Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2018 and held it in 21 quarters.
TD Ameritrade Investment Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $29K in Q1 2021.
272 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 Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.