SSG
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Summit Securities Group’s DMC Global BOOM Stock Holding History

Summit Securities Group’s Portfolio BOOM Stock Details BOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,000
Closed -$52K – 665
2024
Q3 		$52K Buy
4,000
+1,500
+60% +$19K 0.03% 215
2024
Q2 		$36K Buy
+2,500
New +$37.3K 0.01% 325
2023
Q3 		– Sell
-2,000
Closed -$36K – 601
2023
Q2 		$36K Buy
+2,000
New +$36.2K 0.02% 483
2022
Q4 		– Sell
-1,200
Closed -$19K – 1169
2022
Q3 		$19K Buy
+1,200
New +$24.4K ﹤0.01% 727

Other funds holding BOOM

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return