Graves Light Lenhart Wealth’s Summit Financial Group, Inc. SMMF Stock Holding History

Graves Light Lenhart Wealth’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	-6,630	Closed	-$184K	–	630
2022 Q2	$184K	Hold	6,630	–	–	0.03%	172
2022 Q1	$170K	Hold	6,630	–	–	0.02%	192
2021 Q4	$182K	Hold	6,630	–	–	0.03%	200
2021 Q3	$163K	Sell	6,630 -1,000	-13%	-$23.4K	0.03%	200
2021 Q2	$168K	Hold	7,630	–	–	0.03%	194
2021 Q1	$203K	Hold	7,630	–	–	0.03%	178
2020 Q4	$168K	Buy	+7,630	New	+$150K	0.03%	188

Other funds holding SMMF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Graves Light Lenhart Wealth's SMMF Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Summit Financial Group, Inc. (SMMF) in Q3 2022, closing a stake of 6,630 shares — an estimated $184K sold.

Graves Light Lenhart Wealth first reported a position in SMMF in Q4 2020 and held it in 7 quarters. The position peaked at $203K in Q1 2021. 73 funds tracked by Wall St. Rank hold SMMF as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Summit Financial Group, Inc. position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 6,630 Summit Financial Group, Inc. shares in Q3 2022, an estimated $184K.
Graves Light Lenhart Wealth first reported a position in Summit Financial Group, Inc. in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Summit Financial Group, Inc. position peaked at $203K in Q1 2021.
73 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.