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Akiva Nimchinsky

@Summit Securities Group Llc

Latest period2024 - Q3ReportedManaged Assets$378.588MTotal holdings504
Assets growth rate-28.47%Assets growth rate (2-Q avg)-20.71%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Securities Group Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 504 positions.

Assets under management

The assets under management (AUM) of Summit Securities Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 378.588M in assets, with a quarterly growth rate of -28.47% and a 2-quarter average growth rate of -20.71%. The portfolio is managed by Akiva Nimchinsky, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GSKGsk Plc
Recent Activity
Decreased -65.15%
0.19%
$719,000
7,183 shares@ $100.1 avg price
PBRPetroleo Brasileiro Sa Petro
Recent Activity
Decreased -40.69%
0.19%
$716,000
49,700 shares@ $14.41 avg price
HPEHewlett Packard Enterprise C
Recent Activity
Decreased -72%
0.19%
$716,000
35,000 shares@ $20.46 avg price
KEYKeycorp
Recent Activity
Decreased -40.76%
0.19%
$703,000
42,000 shares@ $16.74 avg price
ARGXArgenx Se
Recent Activity
Decreased -10.06%
0.19%
$693,000
1,474 shares@ $470.15 avg price
MPWMedical Pptys Trust Inc
Recent Activity
Decreased -29.38%
0.18%
$649,000
110,900 shares@ $5.86 avg price
PARAParamount Global
Recent Activity
Decreased -62.38%
0.17%
$639,000
60,180 shares@ $10.62 avg price
TEFTelefonica S A
Recent Activity
Decreased -12%
0.17%
$620,000
19,745 shares@ $31.41 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -38.15%
0.16%
$571,000
4,700 shares@ $121.49 avg price
FFord Mtr Co
Recent Activity
Decreased -42.56%
0.14%
$506,000
47,900 shares@ $10.57 avg price