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Wealthspire Advisors (Maryland)’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-12,206
Closed -$69K – 541
2020
Q2 		$69K Buy
12,206
+614
+5% +$3.32K ﹤0.01% 438
2020
Q1 		$56K Sell
11,592
-787
-6% -$5.07K ﹤0.01% 420
2019
Q4 		$92K Buy
+12,379
New +$89.1K 0.01% 487
2019
Q3 		– Sell
-10,157
Closed -$72K – 483
2019
Q2 		$72K Buy
10,157
+1,532
+18% +$10.8K 0.01% 450
2019
Q1 		$61K Buy
8,625
+28
+0.3% +$200 ﹤0.01% 829
2018
Q4 		$56K Sell
8,597
-1,764
-17% -$13.2K 0.01% 812
2018
Q3 		$83K Buy
10,361
+44
+0.4% +$348 0.01% 763
2018
Q2 		$80K Buy
10,317
+78
+0.8% +$648 0.01% 798
2018
Q1 		$87K Sell
10,239
-391
-4% -$3.49K 0.01% 759
2017
Q4 		$92K Buy
10,630
+6,370
+150% +$51.6K 0.01% 744
2017
Q3 		$33K Buy
4,260
+500
+13% +$3.81K ﹤0.01% 1118
2017
Q2 		$30K Buy
3,760
+727
+24% +$5.4K ﹤0.01% 1125
2017
Q1 		$22K Buy
3,033
+2,117
+231% +$16.4K ﹤0.01% 1056
2016
Q4 		$7K Sell
916
-243
-21% -$1.76K ﹤0.01% 1332
2016
Q3 		$8K Hold
1,159
– – ﹤0.01% 1298
2016
Q2 		$7K Buy
1,159
+682
+143% +$4.17K ﹤0.01% 1278
2016
Q1 		$3K Sell
477
-2,017
-81% -$12.6K ﹤0.01% 1468
2015
Q4 		$19K Buy
+2,494
New +$19.6K ﹤0.01% 992

Other funds holding SMFG

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
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
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
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SMFG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2020, closing a stake of 12,206 shares — an estimated $69K sold.

Wealthspire Advisors (Maryland) first reported a position in SMFG in Q4 2015 and held it in 18 quarters. The position peaked at $92K in Q4 2019. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Sumitomo Mitsui Financial position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12,206 Sumitomo Mitsui Financial shares in Q3 2020, an estimated $69K.
  • Wealthspire Advisors (Maryland) first reported a position in Sumitomo Mitsui Financial in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s Sumitomo Mitsui Financial position peaked at $92K in Q4 2019.
  • 201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.