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Summit Wealth & Retirement Planning’s GameStop GME Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio GME Stock Details GME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-77,340
Closed -$107K – 125
2019
Q3 		$107K Sell
77,340
-11,200
-13% -$12.1K 0.06% 117
2019
Q2 		$121K Hold
88,540
– – 0.07% 129
2019
Q1 		$225K Hold
88,540
– – 0.13% 123
2018
Q4 		$279K Buy
+88,540
New +$310K 0.21% 95

Other funds holding GME

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

Summit Wealth & Retirement Planning's GME Position: Q4 2019 in Review

Summit Wealth & Retirement Planning sold out of GameStop (GME) in Q4 2019, closing a stake of 77,340 shares — an estimated $107K sold.

Summit Wealth & Retirement Planning first reported a position in GME in Q4 2018 and held it in 4 quarters. The position peaked at $279K in Q4 2018. 221 funds tracked by Wall St. Rank hold GME as of Q4 2019.

  • Summit Wealth & Retirement Planning reported no remaining GameStop position as of Q4 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 77,340 GameStop shares in Q4 2019, an estimated $107K.
  • Summit Wealth & Retirement Planning first reported a position in GameStop in Q4 2018 and held it in 4 quarters.
  • Summit Wealth & Retirement Planning's GameStop position peaked at $279K in Q4 2018.
  • 221 funds tracked by Wall St. Rank held GameStop as of Q4 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2019, filed 10 Feb 2020.