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Summit Securities Group’s Dominari Holdings DOMH Stock Holding History

Summit Securities Group’s Portfolio DOMH Stock Details DOMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-735
Closed -$12K – 738
2021
Q2 		$12K Buy
+735
New +$12.6K ﹤0.01% 684
2020
Q4 		– Sell
-1,176
Closed -$12K – 568
2020
Q3 		$12K Sell
1,176
-215
-15% -$3.02K ﹤0.01% 349
2020
Q2 		$19K Buy
+1,391
New +$17.4K ﹤0.01% 409

Other funds holding DOMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return

Summit Securities Group's DOMH Position: Q3 2021 in Review

Summit Securities Group sold out of Dominari Holdings (DOMH) in Q3 2021, closing a stake of 735 shares — an estimated $12K sold.

Summit Securities Group first reported a position in DOMH in Q2 2020 and held it in 3 quarters. The position peaked at $19K in Q2 2020. 21 funds tracked by Wall St. Rank hold DOMH as of Q3 2021.

  • Summit Securities Group reported no remaining Dominari Holdings position as of Q3 2021 after selling out during the quarter.
  • Summit Securities Group sold 735 Dominari Holdings shares in Q3 2021, an estimated $12K.
  • Summit Securities Group first reported a position in Dominari Holdings in Q2 2020 and held it in 3 quarters.
  • Summit Securities Group's Dominari Holdings position peaked at $19K in Q2 2020.
  • 21 funds tracked by Wall St. Rank held Dominari Holdings as of Q3 2021.

Based on Summit Securities Group's 13F filing for Q3 2021, filed 20 Oct 2021.