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

Crewe 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
2022 Q4	–	Sell	-42	Closed	-$1K	–	1315
2022 Q3	$1K	Buy	+42	New	+$1.13K	﹤0.01%	1228

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Crewe Advisors's SUM Position: Q4 2022 in Review

Crewe Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q4 2022, closing a stake of 42 shares — an estimated $1K sold.

Crewe Advisors first reported a position in SUM in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 243 funds tracked by Wall St. Rank hold SUM as of Q4 2022.

Crewe Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 42 Summit Materials, Inc. Class A Common Stock shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2022 and held it in 1 quarter.
Crewe Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $1K in Q3 2022.
243 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.