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

Cahill 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
2021
Q4 		– Sell
-400
Closed -$3K – 679
2021
Q3 		$3K Buy
+400
New +$2.78K ﹤0.01% 759

Other funds holding SMFG

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cahill Financial Advisors's SMFG Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2021, closing a stake of 400 shares — an estimated $3K sold.

Cahill Financial Advisors first reported a position in SMFG in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 400 Sumitomo Mitsui Financial shares in Q4 2021, an estimated $3K.
  • Cahill Financial Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Sumitomo Mitsui Financial position peaked at $3K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.