Summit Wealth & Retirement Planning’s Electronic Arts EA Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio EA Stock Details EA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,411	Closed	-$290K	–	65
2023 Q1	$290K	Sell	2,411 -1,996	-45%	-$234K	0.11%	86
2022 Q4	$538K	Sell	4,407 -175	-4%	-$22K	0.22%	59
2022 Q3	$530K	Sell	4,582 -2,183	-32%	-$276K	0.21%	60
2022 Q2	$823K	Sell	6,765 -594	-8%	-$75.7K	0.32%	43
2022 Q1	$931K	Sell	7,359 -480	-6%	-$62.5K	0.33%	44
2021 Q4	$1.03M	Sell	7,839 -488	-6%	-$65.6K	0.35%	41
2021 Q3	$1.19M	Sell	8,327 -2,557	-23%	-$359K	0.43%	38
2021 Q2	$1.56M	Sell	10,884 -864	-7%	-$123K	0.58%	35
2021 Q1	$1.59M	Buy	+11,748	New	+$1.63M	0.59%	36

Other funds holding EA

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Summit Wealth & Retirement Planning's EA Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Electronic Arts (EA) in Q2 2023, closing a stake of 2,411 shares — an estimated $290K sold.

Summit Wealth & Retirement Planning first reported a position in EA in Q1 2021 and held it in 9 quarters. The position peaked at $1.59M in Q1 2021. 926 funds tracked by Wall St. Rank hold EA as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining Electronic Arts position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 2,411 Electronic Arts shares in Q2 2023, an estimated $290K.
Summit Wealth & Retirement Planning first reported a position in Electronic Arts in Q1 2021 and held it in 9 quarters.
Summit Wealth & Retirement Planning's Electronic Arts position peaked at $1.59M in Q1 2021.
926 funds tracked by Wall St. Rank held Electronic Arts as of Q2 2023.

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