TFA
SMMF

Toth Financial Advisory’s Summit Financial Group, Inc. SMMF Stock Holding History

Toth Financial Advisory’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
2020
Q4 		– Sell
-4,000
Closed -$59K – 636
2020
Q3 		$59K Buy
4,000
+1,500
+60% +$23.3K 0.01% 233
2020
Q2 		$41K Buy
+2,500
New +$41.1K 0.01% 235

Other funds holding SMMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Toth Financial Advisory's SMMF Position: Q4 2020 in Review

Toth Financial Advisory sold out of Summit Financial Group, Inc. (SMMF) in Q4 2020, closing a stake of 4,000 shares — an estimated $59K sold.

Toth Financial Advisory first reported a position in SMMF in Q2 2020 and held it in 2 quarters. The position peaked at $59K in Q3 2020. 56 funds tracked by Wall St. Rank hold SMMF as of Q4 2020.

  • Toth Financial Advisory reported no remaining Summit Financial Group, Inc. position as of Q4 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 4,000 Summit Financial Group, Inc. shares in Q4 2020, an estimated $59K.
  • Toth Financial Advisory first reported a position in Summit Financial Group, Inc. in Q2 2020 and held it in 2 quarters.
  • Toth Financial Advisory's Summit Financial Group, Inc. position peaked at $59K in Q3 2020.
  • 56 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q4 2020.

Based on Toth Financial Advisory's 13F filing for Q4 2020, filed 25 Jan 2021.