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Strategic Investment Solutions’s Summit Therapeutics SMMT Stock Holding History

Strategic Investment Solutions’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
2023
Q2 		– Sell
-1,000
Closed -$1.75K – 964
2023
Q1 		$1.75K Buy
+1,000
New +$2.73K ﹤0.01% 887

Other funds holding SMMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Strategic Investment Solutions's SMMT Position: Q2 2023 in Review

Strategic Investment Solutions sold out of Summit Therapeutics (SMMT) in Q2 2023, closing a stake of 1,000 shares — an estimated $1.75K sold.

Strategic Investment Solutions first reported a position in SMMT in Q1 2023 and held it in 1 quarter. The position peaked at $1.75K in Q1 2023. 100 funds tracked by Wall St. Rank hold SMMT as of Q2 2023.

  • Strategic Investment Solutions reported no remaining Summit Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 1,000 Summit Therapeutics shares in Q2 2023, an estimated $1.75K.
  • Strategic Investment Solutions first reported a position in Summit Therapeutics in Q1 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's Summit Therapeutics position peaked at $1.75K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2023.

Based on Strategic Investment Solutions's 13F filing for Q2 2023, filed 15 Aug 2023.