Wipfli Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wipfli Financial 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 Q3	$301K	Buy	+54,651	New	+$330K	0.02%	326

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's SMFG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sumitomo Mitsui Financial (SMFG) in Q3 2022: 54,651 shares worth $301K. The stake represents 0.02% of the portfolio and ranks #326 among its holdings.

243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

Wipfli Financial Advisors held 54,651 shares of Sumitomo Mitsui Financial worth $301K as of Q3 2022.
Sumitomo Mitsui Financial was a new Wipfli Financial Advisors position in Q3 2022.
Sumitomo Mitsui Financial made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #326 holding.
243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.