RPCONE
SUMR

Retirement Planning Company of New England’s Summer Infant, Inc. SUMR Stock Holding History

Retirement Planning Company of New England’s Portfolio SUMR Stock Details SUMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-23
Closed – – 979
2021
Q4 		$0 Buy
+23
New +$226 ﹤0.01% 982

Other funds holding SUMR

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Vanguard Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EFI
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Planning Company of New England's SUMR Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Summer Infant, Inc. (SUMR) in Q1 2022, closing a stake of 23 shares.

Retirement Planning Company of New England first reported a position in SUMR in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 14 funds tracked by Wall St. Rank hold SUMR as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Summer Infant, Inc. position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 23 Summer Infant, Inc. shares in Q1 2022.
  • Retirement Planning Company of New England first reported a position in Summer Infant, Inc. in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Summer Infant, Inc. position peaked at $0 in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Summer Infant, Inc. as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.