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Capital Planning Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capital Planning 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
Q2 		– Sell
-14,575
Closed -$91K – 164
2022
Q1 		$91K Buy
+14,575
New +$104K 0.02% 162

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital Planning Advisors's SMFG Position: Q2 2022 in Review

Capital Planning Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2022, closing a stake of 14,575 shares — an estimated $91K sold.

Capital Planning Advisors first reported a position in SMFG in Q1 2022 and held it in 1 quarter. The position peaked at $91K in Q1 2022. 243 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

  • Capital Planning Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2022 after selling out during the quarter.
  • Capital Planning Advisors sold 14,575 Sumitomo Mitsui Financial shares in Q2 2022, an estimated $91K.
  • Capital Planning Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2022 and held it in 1 quarter.
  • Capital Planning Advisors's Sumitomo Mitsui Financial position peaked at $91K in Q1 2022.
  • 243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

Based on Capital Planning Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.