Wipfli Financial Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$1K	Buy	+29	New	+$829	﹤0.01%	2531

Other funds holding SMMF

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

ROC

River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's SMMF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Summit Financial Group, Inc. (SMMF) in Q3 2022: 29 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2531 among its holdings.

73 funds tracked by Wall St. Rank hold SMMF as of Q3 2022.

Wipfli Financial Advisors held 29 shares of Summit Financial Group, Inc. worth $1K as of Q3 2022.
Summit Financial Group, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
Summit Financial Group, Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2531 holding.
73 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.