Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 16, 2022

SELL
N/A
-56,547 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
N/A
-84,893 Reduced 60.02%
56,547 $4.5 Million
Q3 2021

Nov 16, 2021

SELL
N/A
-206,003 Reduced 59.29%
141,440 $9 Million
Q4 2020

Feb 16, 2021

SELL
N/A
-234 Reduced 0.07%
347,443 $19.7 Million
Q3 2020

Nov 16, 2020

SELL
N/A
-376,633 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
N/A
347,677 New
347,677 $15.1 Million
Q2 2020

Aug 13, 2020

BUY
N/A
376,633 New
376,633 $15.7 Million
Q1 2020

May 15, 2020

SELL
N/A
-476,933 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
N/A
447,743 Added 1533.89%
476,933 $20.7 Million
Q3 2019

Nov 14, 2019

BUY
N/A
29,190 New
29,190 $1.04 Million
Track This Portfolio

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.