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Wedbush Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wedbush Securities’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
2024
Q3 		– Sell
-13,809
Closed -$185K – 1232
2024
Q2 		$185K Sell
13,809
-612
-4% -$7.41K 0.01% 1089
2024
Q1 		$170K Buy
+14,421
New +$155K 0.01% 1129
2021
Q2 		– Sell
-10,527
Closed -$76K – 1189
2021
Q1 		$76K Buy
+10,527
New +$73.3K ﹤0.01% 1059

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wedbush Securities's SMFG Position: Q3 2024 in Review

Wedbush Securities sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2024, closing a stake of 13,809 shares — an estimated $185K sold.

Wedbush Securities first reported a position in SMFG in Q1 2021 and held it in 3 quarters. The position peaked at $185K in Q2 2024. 333 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

  • Wedbush Securities reported no remaining Sumitomo Mitsui Financial position as of Q3 2024 after selling out during the quarter.
  • Wedbush Securities sold 13,809 Sumitomo Mitsui Financial shares in Q3 2024, an estimated $185K.
  • Wedbush Securities first reported a position in Sumitomo Mitsui Financial in Q1 2021 and held it in 3 quarters.
  • Wedbush Securities's Sumitomo Mitsui Financial position peaked at $185K in Q2 2024.
  • 333 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on Wedbush Securities's 13F filing for Q3 2024, filed 8 Nov 2024.