A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 19,238 shares of SMFG stock, worth $244,899. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,238
Previous 21,395 10.08%
Holding current value
$244,899
Previous $251,000 2.39%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$11.1 - $13.41 $23,942 - $28,925
-2,157 Reduced 10.08%
19,238 $257,000
Q1 2024

May 06, 2024

BUY
$9.6 - $12.33 $45,849 - $58,888
4,776 Added 28.74%
21,395 $251,000
Q4 2023

Feb 07, 2024

SELL
$9.05 - $10.15 $54,272 - $60,869
-5,997 Reduced 26.52%
16,619 $160,000
Q3 2023

Nov 13, 2023

BUY
$8.56 - $10.35 $193,592 - $234,075
22,616 New
22,616 $222,000

Others Institutions Holding SMFG

About SUMITOMO MITSUI FINANCIAL GROUP, INC.


  • Ticker SMFG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 6,856,130,048
  • Market Cap $87.3B
  • Description
  • Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides commercial banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through four segments: Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Market...
More about SMFG
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.