Jentner Corp’s Summit Financial Group, Inc. SMMF Stock Holding History

Jentner Corp’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	-10,812	Closed	-$294K	–	54
2024 Q1	$294K	Buy	10,812 +69	+0.6%	+$1.9K	0.1%	42
2023 Q4	$330K	Buy	10,743 +94	+0.9%	+$2.27K	0.13%	36
2023 Q3	$240K	Buy	10,649 +90	+0.9%	+$2.08K	0.15%	41
2023 Q2	$218K	Buy	10,559 +89	+0.9%	+$1.75K	0.14%	44
2023 Q1	$217K	Buy	10,470 +75	+0.7%	+$1.83K	0.15%	43
2022 Q4	$259K	Buy	10,395 +68	+0.7%	+$1.87K	0.19%	40
2022 Q3	$278K	Buy	10,327 +60	+0.6%	+$1.72K	0.22%	30
2022 Q2	$285K	Buy	10,267 +63	+0.6%	+$1.67K	0.22%	31
2022 Q1	$261K	Buy	+10,204	New	+$274K	0.19%	31

Other funds holding SMMF

PFPT

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

Jentner Corp's SMMF Position: Q2 2024 in Review

Jentner Corp sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 10,812 shares — an estimated $294K sold.

Jentner Corp first reported a position in SMMF in Q1 2022 and held it in 9 quarters. The position peaked at $330K in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Jentner Corp reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Jentner Corp sold 10,812 Summit Financial Group, Inc. shares in Q2 2024, an estimated $294K.
Jentner Corp first reported a position in Summit Financial Group, Inc. in Q1 2022 and held it in 9 quarters.
Jentner Corp's Summit Financial Group, Inc. position peaked at $330K in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Jentner Corp's 13F filing for Q2 2024, filed 14 Aug 2024.