Ameritas Advisory Services’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,220
Closed -$34.8K 2630
2023
Q1
$34.8K Buy
+1,220
New +$36.9K ﹤0.01% 1403

Other funds holding SUM

Ameritas Advisory Services's SUM Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q2 2023, closing a stake of 1,220 shares — an estimated $34.8K sold.

Ameritas Advisory Services first reported a position in SUM in Q1 2023 and held it in 1 quarter. The position peaked at $34.8K in Q1 2023. 268 funds tracked by Wall St. Rank hold SUM as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,220 Summit Materials, Inc. Class A Common Stock shares in Q2 2023, an estimated $34.8K.
  • Ameritas Advisory Services first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Summit Materials, Inc. Class A Common Stock position peaked at $34.8K in Q1 2023.
  • 268 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.