Fidelity Investments’s Summit Financial Group, Inc. SMMF Stock Holding History

Fidelity Investments’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	-999	Closed	-$27.1K	–	5731
2024 Q1	$27.1K	Buy	999 +28	+3%	+$769	﹤0.01%	3884
2023 Q4	$29.8K	Sell	971 -19	-2%	-$459	﹤0.01%	3751
2023 Q3	$22.3K	Sell	990 -6	-0.6%	-$138	﹤0.01%	3752
2023 Q2	$20.6K	Sell	996 -745	-43%	-$14.7K	﹤0.01%	3842
2023 Q1	$36.1K	Buy	1,741 +1,220	+234%	+$29.7K	﹤0.01%	3589
2022 Q4	$13K	Sell	521 -16	-3%	-$441	﹤0.01%	3920
2022 Q3	$14K	Buy	537 +4	+0.8%	+$114	﹤0.01%	3981
2022 Q2	$15K	Buy	533 +60	+13%	+$1.59K	﹤0.01%	3987
2022 Q1	$12K	Buy	+473	New	+$12.7K	﹤0.01%	4210
2021 Q2	–	Sell	-1	Closed	–	–	5031
2021 Q1	$0	Buy	+1	New	+$24	﹤0.01%	4650

Other funds holding SMMF

PFPT

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

Fidelity Investments's SMMF Position: Q2 2024 in Review

Fidelity Investments sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 999 shares — an estimated $27.1K sold.

Fidelity Investments first reported a position in SMMF in Q1 2021 and held it in 10 quarters. The position peaked at $36.1K in Q1 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Fidelity Investments reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Fidelity Investments sold 999 Summit Financial Group, Inc. shares in Q2 2024, an estimated $27.1K.
Fidelity Investments first reported a position in Summit Financial Group, Inc. in Q1 2021 and held it in 10 quarters.
Fidelity Investments's Summit Financial Group, Inc. position peaked at $36.1K in Q1 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.