TCWP’s Sumitomo Mitsui Financial SMFG Stock Holding History

TCWP’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	-821	Closed	-$5K	–	1507
2022 Q1	$5K	Buy	+821	New	+$5.85K	﹤0.01%	1073

Other funds holding SMFG

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 New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCWP's SMFG Position: Q2 2022 in Review

TCWP sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2022, closing a stake of 821 shares — an estimated $5K sold.

TCWP first reported a position in SMFG in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 243 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

TCWP reported no remaining Sumitomo Mitsui Financial position as of Q2 2022 after selling out during the quarter.
TCWP sold 821 Sumitomo Mitsui Financial shares in Q2 2022, an estimated $5K.
TCWP first reported a position in Sumitomo Mitsui Financial in Q1 2022 and held it in 1 quarter.
TCWP's Sumitomo Mitsui Financial position peaked at $5K in Q1 2022.
243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.