Centerpoint Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Centerpoint 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	-35	Closed	–	–	437
2022 Q1	$0	Hold	35	–	–	﹤0.01%	460
2021 Q4	$0	Buy	+35	New	+$237	﹤0.01%	460

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Centerpoint Advisors's SMFG Position: Q2 2022 in Review

Centerpoint Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2022, closing a stake of 35 shares.

Centerpoint Advisors first reported a position in SMFG in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 244 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

Centerpoint Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2022 after selling out during the quarter.
Centerpoint Advisors sold 35 Sumitomo Mitsui Financial shares in Q2 2022.
Centerpoint Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2021 and held it in 2 quarters.
Centerpoint Advisors's Sumitomo Mitsui Financial position peaked at $0 in Q1 2022.
244 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

Based on Centerpoint Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.