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Tyler-Stone Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Tyler-Stone Wealth 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
2024
Q3 		– Sell
-153
Closed -$2.05K – 840
2024
Q2 		$2.05K Hold
153
– – ﹤0.01% 849
2024
Q1 		$1.8K Hold
153
– – ﹤0.01% 857
2023
Q4 		$1.48K Hold
153
– – ﹤0.01% 834
2023
Q3 		$2K Hold
153
– – ﹤0.01% 828
2023
Q2 		$1K Buy
+153
New +$1.26K ﹤0.01% 867
2022
Q4 		$1K Hold
153
– – ﹤0.01% 835
2022
Q3 		$1K Hold
153
– – ﹤0.01% 832
2022
Q2 		$1K Hold
153
– – ﹤0.01% 835
2022
Q1 		$1K Hold
153
– – ﹤0.01% 810
2021
Q4 		$1K Buy
+153
New +$1.04K ﹤0.01% 887

Other funds holding SMFG

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return