U.S. Capital Wealth Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

U.S. Capital Wealth Advisors’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 Q2	–	Sell	-97,849	Closed	-$783K	–	691
2023 Q1	$783K	Sell	97,849 -98,285	-50%	-$832K	0.04%	347
2022 Q4	$1.57M	Sell	196,134 -196,134	-50%	-$1.25M	0.07%	247
2022 Q3	$2.16M	Hold	392,268	–	–	0.11%	175
2022 Q2	$2.31M	Hold	392,268	–	–	0.1%	194
2022 Q1	$2.46M	Hold	392,268	–	–	0.09%	209
2021 Q4	$2.66M	Sell	392,268 -107,195	-21%	-$726K	0.11%	210
2021 Q3	$3.44M	Buy	+499,463	New	+$3.48M	0.15%	153

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

Lazard Asset Management New York $66.1B AUM 33.53% 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

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

U.S. Capital Wealth Advisors's SMFG Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2023, closing a stake of 97,849 shares — an estimated $783K sold.

U.S. Capital Wealth Advisors first reported a position in SMFG in Q3 2021 and held it in 7 quarters. The position peaked at $3.44M in Q3 2021. 264 funds tracked by Wall St. Rank hold SMFG as of Q2 2023.

U.S. Capital Wealth Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 97,849 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2023, an estimated $783K.
U.S. Capital Wealth Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2021 and held it in 7 quarters.
U.S. Capital Wealth Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $3.44M in Q3 2021.
264 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 Q2 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.