BRC
SMMF

Bell Rock Capital’s Summit Financial Group, Inc. SMMF Stock Holding History

Bell Rock Capital’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
2022
Q3 		– Sell
-10,267
Closed -$285K – 120
2022
Q2 		$285K Buy
+10,267
New +$273K 0.22% 28

Other funds holding SMMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell Rock Capital's SMMF Position: Q3 2022 in Review

Bell Rock Capital sold out of Summit Financial Group, Inc. (SMMF) in Q3 2022, closing a stake of 10,267 shares — an estimated $285K sold.

Bell Rock Capital first reported a position in SMMF in Q2 2022 and held it in 1 quarter. The position peaked at $285K in Q2 2022. 73 funds tracked by Wall St. Rank hold SMMF as of Q3 2022.

  • Bell Rock Capital reported no remaining Summit Financial Group, Inc. position as of Q3 2022 after selling out during the quarter.
  • Bell Rock Capital sold 10,267 Summit Financial Group, Inc. shares in Q3 2022, an estimated $285K.
  • Bell Rock Capital first reported a position in Summit Financial Group, Inc. in Q2 2022 and held it in 1 quarter.
  • Bell Rock Capital's Summit Financial Group, Inc. position peaked at $285K in Q2 2022.
  • 73 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.