CM Wealth Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

CM Wealth Advisors’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
2023 Q2	–	Sell	-28,846	Closed	-$761K	–	450
2023 Q1	$761K	Buy	+28,846	New	+$872K	0.15%	202

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CM Wealth Advisors's SUM Position: Q2 2023 in Review

CM Wealth Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q2 2023, closing a stake of 28,846 shares — an estimated $761K sold.

CM Wealth Advisors first reported a position in SUM in Q1 2023 and held it in 1 quarter. The position peaked at $761K in Q1 2023. 268 funds tracked by Wall St. Rank hold SUM as of Q2 2023.

CM Wealth Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 28,846 Summit Materials, Inc. Class A Common Stock shares in Q2 2023, an estimated $761K.
CM Wealth Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $761K in Q1 2023.
268 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.