Nisa Investment Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History

Nisa Investment Advisors’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	-25	Closed	-$679	–	3004
2024 Q1	$679	Hold	25	–	–	﹤0.01%	2446
2023 Q4	$767	Hold	25	–	–	﹤0.01%	2319
2023 Q3	$564	Hold	25	–	–	﹤0.01%	2502
2023 Q2	$517	Buy	+25	New	+$492	﹤0.01%	2552

Other funds holding SMMF

PFPT

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

Nisa Investment Advisors's SMMF Position: Q2 2024 in Review

Nisa Investment Advisors sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 25 shares — an estimated $679 sold.

Nisa Investment Advisors first reported a position in SMMF in Q2 2023 and held it in 4 quarters. The position peaked at $767 in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Nisa Investment Advisors reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Nisa Investment Advisors sold 25 Summit Financial Group, Inc. shares in Q2 2024, an estimated $679.
Nisa Investment Advisors first reported a position in Summit Financial Group, Inc. in Q2 2023 and held it in 4 quarters.
Nisa Investment Advisors's Summit Financial Group, Inc. position peaked at $767 in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Nisa Investment Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.