SSG
SI

Summit Securities Group’s Silvergate Capital Corporation SI Stock Holding History

Summit Securities Group’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,928
Closed -$3K – 1156
2023
Q2 		$3K Sell
4,928
-1,541
-24% -$2.18K ﹤0.01% 838
2023
Q1 		$10K Buy
+6,469
New +$70.2K ﹤0.01% 690

Other funds holding SI

Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return