TFO Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

TFO Wealth Partners’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
2022 Q3	–	Sell	-491	Closed	-$3K	–	436
2022 Q2	$3K	Buy	+491	New	+$2.97K	﹤0.01%	282

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFO Wealth Partners's SMFG Position: Q3 2022 in Review

TFO Wealth Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2022, closing a stake of 491 shares — an estimated $3K sold.

TFO Wealth Partners first reported a position in SMFG in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

TFO Wealth Partners reported no remaining Sumitomo Mitsui Financial position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 491 Sumitomo Mitsui Financial shares in Q3 2022, an estimated $3K.
TFO Wealth Partners first reported a position in Sumitomo Mitsui Financial in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's Sumitomo Mitsui Financial position peaked at $3K in Q2 2022.
243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.