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Summit Securities Group’s Amerant Bancorp AMTB Stock Holding History

Summit Securities Group’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-480
Closed -$11K – 555
2024
Q2 		$11K Buy
+480
New +$10.6K ﹤0.01% 429

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Summit Securities Group's AMTB Position: Q3 2024 in Review

Summit Securities Group sold out of Amerant Bancorp (AMTB) in Q3 2024, closing a stake of 480 shares — an estimated $11K sold.

Summit Securities Group first reported a position in AMTB in Q2 2024 and held it in 1 quarter. The position peaked at $11K in Q2 2024. 114 funds tracked by Wall St. Rank hold AMTB as of Q3 2024.

  • Summit Securities Group reported no remaining Amerant Bancorp position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 480 Amerant Bancorp shares in Q3 2024, an estimated $11K.
  • Summit Securities Group first reported a position in Amerant Bancorp in Q2 2024 and held it in 1 quarter.
  • Summit Securities Group's Amerant Bancorp position peaked at $11K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held Amerant Bancorp as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.