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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tyler-Stone Wealth Management's SMFG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2024, closing a stake of 153 shares — an estimated $2.05K sold.

Tyler-Stone Wealth Management first reported a position in SMFG in Q4 2021 and held it in 10 quarters. The position peaked at $2.05K in Q2 2024. 332 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 153 Sumitomo Mitsui Financial shares in Q3 2024, an estimated $2.05K.
Tyler-Stone Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Sumitomo Mitsui Financial position peaked at $2.05K in Q2 2024.
332 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.