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Summit Wealth Group’s New York Times NYT Stock Holding History

Summit Wealth Group’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,995
Closed -$1K – 201
2023
Q1 		$1K Buy
+20,995
New +$774K 0.02% 131

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VH
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SP
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FCM
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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Summit Wealth Group's NYT Position: Q2 2023 in Review

Summit Wealth Group sold out of New York Times (NYT) in Q2 2023, closing a stake of 20,995 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in NYT in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 340 funds tracked by Wall St. Rank hold NYT as of Q2 2023.

  • Summit Wealth Group reported no remaining New York Times position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 20,995 New York Times shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in New York Times in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's New York Times position peaked at $1K in Q1 2023.
  • 340 funds tracked by Wall St. Rank held New York Times as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.