VVP
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Venture Visionary Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Venture Visionary 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
-4,521
Closed -$26.7K – 1363
2022
Q2 		$26.7K Buy
+4,521
New +$27.3K ﹤0.01% 958

Other funds holding SMFG

Morgan Stanley
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
Lazard Asset Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Venture Visionary Partners's SMFG Position: Q3 2022 in Review

Venture Visionary Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2022, closing a stake of 4,521 shares — an estimated $26.7K sold.

Venture Visionary Partners first reported a position in SMFG in Q2 2022 and held it in 1 quarter. The position peaked at $26.7K in Q2 2022. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

  • Venture Visionary Partners reported no remaining Sumitomo Mitsui Financial position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 4,521 Sumitomo Mitsui Financial shares in Q3 2022, an estimated $26.7K.
  • Venture Visionary Partners first reported a position in Sumitomo Mitsui Financial in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Sumitomo Mitsui Financial position peaked at $26.7K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.