GWSG
SMC

GPS Wealth Strategies Group’s Summit Midstream SMC Stock Holding History

GPS Wealth Strategies Group’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-650
Closed -$23.1K – 1451
2024
Q2 		$23.1K Hold
650
– – ﹤0.01% 727
2024
Q1 		$18.2K Hold
650
– – ﹤0.01% 740
2023
Q4 		$11.6K Hold
650
– – ﹤0.01% 807
2023
Q3 		$9K Hold
650
– – ﹤0.01% 860
2023
Q2 		$10.6K Hold
650
– – ﹤0.01% 839
2023
Q1 		$9.98K Buy
+650
New +$11K ﹤0.01% 839

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GPS Wealth Strategies Group's SMC Position: Q3 2024 in Review

GPS Wealth Strategies Group sold out of Summit Midstream (SMC) in Q3 2024, closing a stake of 650 shares — an estimated $23.1K sold.

GPS Wealth Strategies Group first reported a position in SMC in Q1 2023 and held it in 6 quarters. The position peaked at $23.1K in Q2 2024. 34 funds tracked by Wall St. Rank hold SMC as of Q3 2024.

  • GPS Wealth Strategies Group reported no remaining Summit Midstream position as of Q3 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 650 Summit Midstream shares in Q3 2024, an estimated $23.1K.
  • GPS Wealth Strategies Group first reported a position in Summit Midstream in Q1 2023 and held it in 6 quarters.
  • GPS Wealth Strategies Group's Summit Midstream position peaked at $23.1K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2024, filed 29 Oct 2024.