CFM Wealth Partners’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
2020
Q2
Sell
-189
Closed -$3K 548
2020
Q1
$3K Sell
189
-278
-60% -$5.4K ﹤0.01% 500
2019
Q4
$11K Buy
+467
New +$10.6K ﹤0.01% 416

Other funds holding SUM

CFM Wealth Partners's SUM Position: Q2 2020 in Review

CFM Wealth Partners sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q2 2020, closing a stake of 189 shares — an estimated $3K sold.

CFM Wealth Partners first reported a position in SUM in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 176 funds tracked by Wall St. Rank hold SUM as of Q2 2020.

  • CFM Wealth Partners reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q2 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 189 Summit Materials, Inc. Class A Common Stock shares in Q2 2020, an estimated $3K.
  • CFM Wealth Partners first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2019 and held it in 2 quarters.
  • CFM Wealth Partners's Summit Materials, Inc. Class A Common Stock position peaked at $11K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.