TIAA Trust, National Association’s Summit Financial Group, Inc. SMMF Stock Holding History

TIAA Trust, National Association’s Portfolio SMMF Stock Details SMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,290	Closed	-$225K	–	656
2024 Q1	$225K	Buy	+8,290	New	+$228K	﹤0.01%	572

Other funds holding SMMF

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

TIAA Trust, National Association's SMMF Position: Q2 2024 in Review

TIAA Trust, National Association sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 8,290 shares — an estimated $225K sold.

TIAA Trust, National Association first reported a position in SMMF in Q1 2024 and held it in 1 quarter. The position peaked at $225K in Q1 2024. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

TIAA Trust, National Association reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
TIAA Trust, National Association sold 8,290 Summit Financial Group, Inc. shares in Q2 2024, an estimated $225K.
TIAA Trust, National Association first reported a position in Summit Financial Group, Inc. in Q1 2024 and held it in 1 quarter.
TIAA Trust, National Association's Summit Financial Group, Inc. position peaked at $225K in Q1 2024.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on TIAA Trust, National Association's 13F filing for Q2 2024, filed 1 Aug 2024.