Advisornet Financial’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Advisornet Financial’s Portfolio SUM Stock Details SUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,900	Closed	-$129K	–	2204
2024 Q1	$129K	Sell	2,900 -42	-1%	-$1.66K	0.01%	568
2023 Q4	$113K	Buy	2,942 +4	+0.1%	+$139	0.01%	609
2023 Q3	$91.5K	Buy	2,938 +2,904	+8,541%	+$103K	0.01%	642
2023 Q2	$1.29K	Buy	34 +8	+31%	+$248	﹤0.01%	1816
2023 Q1	$741	Sell	26 -10	-28%	-$302	﹤0.01%	1968
2022 Q4	$1.02K	Buy	+36	New	+$992	﹤0.01%	1830

Other funds holding SUM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisornet Financial's SUM Position: Q2 2024 in Review

Advisornet Financial sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q2 2024, closing a stake of 2,900 shares — an estimated $129K sold.

Advisornet Financial first reported a position in SUM in Q4 2022 and held it in 6 quarters. The position peaked at $129K in Q1 2024. 305 funds tracked by Wall St. Rank hold SUM as of Q2 2024.

Advisornet Financial reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
Advisornet Financial sold 2,900 Summit Materials, Inc. Class A Common Stock shares in Q2 2024, an estimated $129K.
Advisornet Financial first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2022 and held it in 6 quarters.
Advisornet Financial's Summit Materials, Inc. Class A Common Stock position peaked at $129K in Q1 2024.
305 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.