Avior Wealth Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Avior Wealth Management’s Portfolio SMMF Stock Details SMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2	Closed	-$54	–	3905
2024 Q1	$54	Buy	+2	New	+$55	﹤0.01%	3443

Other funds holding SMMF

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Avior Wealth Management's SMMF Position: Q2 2024 in Review

Avior Wealth Management sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 2 shares — an estimated $54 sold.

Avior Wealth Management first reported a position in SMMF in Q1 2024 and held it in 1 quarter. The position peaked at $54 in Q1 2024. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Avior Wealth Management reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 2 Summit Financial Group, Inc. shares in Q2 2024, an estimated $54.
Avior Wealth Management first reported a position in Summit Financial Group, Inc. in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Summit Financial Group, Inc. position peaked at $54 in Q1 2024.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.