Carson Wealth (CWM LLC)’s Summit Financial Group, Inc. SMMF Stock Holding History

Carson Wealth (CWM LLC)’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	-4	Closed	–	–	5065
2024 Q1	$0	Buy	+4	New	+$110	﹤0.01%	4855

Other funds holding SMMF

PFPT

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

Carson Wealth (CWM LLC)'s SMMF Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 4 shares.

Carson Wealth (CWM LLC) first reported a position in SMMF in Q1 2024 and held it in 1 quarter. The position peaked at $0 in Q1 2024. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Carson Wealth (CWM LLC) reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 4 Summit Financial Group, Inc. shares in Q2 2024.
Carson Wealth (CWM LLC) first reported a position in Summit Financial Group, Inc. in Q1 2024 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Summit Financial Group, Inc. position peaked at $0 in Q1 2024.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.