Summit X

Latest statistics and disclosures from Summit X's latest quarterly 13F-HR filing:

  • Reduced shares in these 10 stocks: AAPL (-$17M), IVV (-$16M), IWD (-$14M), ESGU (-$12M), AGG (-$10M), BND (-$8.7M), AMZN (-$7.9M), MSFT (-$6.7M), , IJR (-$6.0M).
  • Sold out of its positions in ACES, T, ARKK, ARKG, ARKF, ABT, ABBV, ADBE, AMD, AGE.
  • Summit X was a net seller of stock by $-364M.
  • Summit X has $396M in assets under management (AUM), dropping by 8.74%.
  • Central Index Key (CIK): 0001697729

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Positions held by Summit X consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Summit X

Companies in the Summit X portfolio as of the June 2021 quarterly 13F filing

Sorry, no holdings found in Summit X 13F-HR filing.

Past Filings by Summit X

SEC 13F filings are viewable for Summit X going back to 2017

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