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Summit Securities Group’s Root ROOT Stock Holding History

Summit Securities Group’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,000
Closed -$61K – 759
2024
Q1 		$61K Buy
+1,000
New +$23.5K 0.01% 242
2022
Q3 		– Sell
-4,167
Closed -$89K – 1138
2022
Q2 		$89K Hold
4,167
– – 0.01% 430
2022
Q1 		$148K Buy
+4,167
New +$150K 0.02% 431

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
SFG
SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's ROOT Position: Q3 2023 in Review

Summit Securities Group sold out of Root (ROOT) in Q3 2023, closing a stake of 2,000 shares — an estimated $18K sold.

Summit Securities Group first reported a position in ROOT in Q1 2022 and held it in 3 quarters. The position peaked at $71K in Q1 2022. 59 funds tracked by Wall St. Rank hold ROOT as of Q3 2023.

  • Summit Securities Group reported no remaining Root position as of Q3 2023 after selling out during the quarter.
  • Summit Securities Group sold 2,000 Root shares in Q3 2023, an estimated $18K.
  • Summit Securities Group first reported a position in Root in Q1 2022 and held it in 3 quarters.
  • Summit Securities Group's Root position peaked at $71K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Root as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.