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Summit Wealth & Retirement Planning’s Mama's Creations MAMA Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio MAMA Stock Details MAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,221
Closed -$46K – 86
2023
Q1 		$46K Sell
24,221
-15,393
-39% -$28.5K 0.02% 104
2022
Q4 		$71.1K Hold
39,614
– – 0.03% 101
2022
Q3 		$43K Hold
39,614
– – 0.02% 106
2022
Q2 		$55K Hold
39,614
– – 0.02% 111
2022
Q1 		$66K Hold
39,614
– – 0.02% 101
2021
Q4 		$80K Sell
39,614
-1,326
-3% -$3K 0.03% 89
2021
Q3 		$99K Buy
+40,940
New +$107K 0.04% 86

Other funds holding MAMA

ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Summit Wealth & Retirement Planning sold out of Mama's Creations (MAMA) in Q2 2023, closing a stake of 24,221 shares — an estimated $46K sold.

Summit Wealth & Retirement Planning first reported a position in MAMA in Q3 2021 and held it in 7 quarters. The position peaked at $99K in Q3 2021. 42 funds tracked by Wall St. Rank hold MAMA as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining Mama's Creations position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 24,221 Mama's Creations shares in Q2 2023, an estimated $46K.
  • Summit Wealth & Retirement Planning first reported a position in Mama's Creations in Q3 2021 and held it in 7 quarters.
  • Summit Wealth & Retirement Planning's Mama's Creations position peaked at $99K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held Mama's Creations as of Q2 2023.

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