Summit Securities Group’s Modiv Industrial MDV Stock Holding History

Summit Securities Group’s Portfolio MDV Stock Details MDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-542	Closed	-$9K	–	1117
2022 Q1	$9K	Buy	+542	New	+$10.6K	﹤0.01%	860

Other funds holding MDV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

LWM

Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Summit Securities Group's MDV Position: Q2 2022 in Review

Summit Securities Group sold out of Modiv Industrial (MDV) in Q2 2022, closing a stake of 542 shares — an estimated $9K sold.

Summit Securities Group first reported a position in MDV in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 12 funds tracked by Wall St. Rank hold MDV as of Q2 2022.

Summit Securities Group reported no remaining Modiv Industrial position as of Q2 2022 after selling out during the quarter.
Summit Securities Group sold 542 Modiv Industrial shares in Q2 2022, an estimated $9K.
Summit Securities Group first reported a position in Modiv Industrial in Q1 2022 and held it in 1 quarter.
Summit Securities Group's Modiv Industrial position peaked at $9K in Q1 2022.
12 funds tracked by Wall St. Rank held Modiv Industrial as of Q2 2022.

Based on Summit Securities Group's 13F filing for Q2 2022, filed 2 Aug 2022.