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FullCircle Wealth’s Summit Therapeutics SMMT Stock Holding History

FullCircle Wealth’s Portfolio SMMT Stock Details SMMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,365
Closed -$357K – 262
2024
Q4 		$357K Buy
16,365
+5,115
+45% +$99.2K 0.15% 147
2024
Q3 		$250K Sell
11,250
-959
-8% -$13.4K 0.11% 159
2024
Q2 		$122K Buy
+12,209
New +$65.9K 0.06% 162

Other funds holding SMMT

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FullCircle Wealth's SMMT Position: Q1 2025 in Review

FullCircle Wealth sold out of Summit Therapeutics (SMMT) in Q1 2025, closing a stake of 16,365 shares — an estimated $357K sold.

FullCircle Wealth first reported a position in SMMT in Q2 2024 and held it in 3 quarters. The position peaked at $357K in Q4 2024. 212 funds tracked by Wall St. Rank hold SMMT as of Q1 2025.

  • FullCircle Wealth reported no remaining Summit Therapeutics position as of Q1 2025 after selling out during the quarter.
  • FullCircle Wealth sold 16,365 Summit Therapeutics shares in Q1 2025, an estimated $357K.
  • FullCircle Wealth first reported a position in Summit Therapeutics in Q2 2024 and held it in 3 quarters.
  • FullCircle Wealth's Summit Therapeutics position peaked at $357K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2025.

Based on FullCircle Wealth's 13F filing for Q1 2025, filed 30 Apr 2025.