Tyler-Stone Wealth Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 $1.89T 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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. 333 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 153 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2024, an estimated $2.05K.
Tyler-Stone Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.05K in Q2 2024.
333 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 2024.

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