AWM
SMMF

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

Axxcess 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
-53,192
Closed -$1.44M – 970
2024
Q1 		$1.44M Buy
53,192
+343
+0.6% +$9.42K 0.04% 306
2023
Q4 		$1.62M Buy
52,849
+1,954
+4% +$47.2K 0.05% 277
2023
Q3 		$1.15M Buy
50,895
+450
+0.9% +$10.4K 0.04% 295
2023
Q2 		$1.04M Buy
50,445
+17,454
+53% +$343K 0.08% 220
2023
Q1 		$685K Buy
32,991
+236
+0.7% +$5.75K 0.05% 301
2022
Q4 		$815K Sell
32,755
-2,973
-8% -$81.9K 0.07% 261
2022
Q3 		$963K Buy
+35,728
New +$1.02M 0.09% 194

Other funds holding SMMF

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

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

Axxcess Wealth Management sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 53,192 shares — an estimated $1.44M sold.

Axxcess Wealth Management first reported a position in SMMF in Q3 2022 and held it in 7 quarters. The position peaked at $1.62M in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 53,192 Summit Financial Group, Inc. shares in Q2 2024, an estimated $1.44M.
  • Axxcess Wealth Management first reported a position in Summit Financial Group, Inc. in Q3 2022 and held it in 7 quarters.
  • Axxcess Wealth Management's Summit Financial Group, Inc. position peaked at $1.62M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.