Washington Trust Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Washington Trust 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
2022 Q4	–	Sell	-1,018	Closed	-$6K	–	876
2022 Q3	$6K	Hold	1,018	–	–	﹤0.01%	691
2022 Q2	$6K	Sell	1,018 -1,299	-56%	-$7.85K	﹤0.01%	726
2022 Q1	$15K	Hold	2,317	–	–	﹤0.01%	651
2021 Q4	$16K	Buy	+2,317	New	+$15.7K	﹤0.01%	667

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

CIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Washington Trust Advisors's SMFG Position: Q4 2022 in Review

Washington Trust Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2022, closing a stake of 1,018 shares — an estimated $6K sold.

Washington Trust Advisors first reported a position in SMFG in Q4 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 257 funds tracked by Wall St. Rank hold SMFG as of Q4 2022.

Washington Trust Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2022 after selling out during the quarter.
Washington Trust Advisors sold 1,018 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2022, an estimated $6K.
Washington Trust Advisors 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 4 quarters.
Washington Trust Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $16K in Q4 2021.
257 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 Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.