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TD Ameritrade Investment Management’s Sumitomo Mitsui Financial 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 (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 position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 200 Sumitomo Mitsui Financial shares in Q3 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in Sumitomo Mitsui Financial in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Sumitomo Mitsui Financial position peaked at $29K in Q1 2021.
  • 272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2023.

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