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WealthShield Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

WealthShield 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
2021
Q2 		– Sell
-668
Closed -$5K – 1099
2021
Q1 		$5K Buy
+668
New +$4.65K ﹤0.01% 972

Other funds holding SMFG

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthShield Partners's SMFG Position: Q2 2021 in Review

WealthShield Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2021, closing a stake of 668 shares — an estimated $5K sold.

WealthShield Partners first reported a position in SMFG in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 225 funds tracked by Wall St. Rank hold SMFG as of Q2 2021.

  • WealthShield Partners reported no remaining Sumitomo Mitsui Financial position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 668 Sumitomo Mitsui Financial shares in Q2 2021, an estimated $5K.
  • WealthShield Partners first reported a position in Sumitomo Mitsui Financial in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Sumitomo Mitsui Financial position peaked at $5K in Q1 2021.
  • 225 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.