EWA
SUM

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

EP Wealth Advisors’s Portfolio SUM Stock Details SUM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,441
Closed -$363K – 875
2023
Q4 		$363K Hold
9,441
– – ﹤0.01% 567
2023
Q3 		$294K Sell
9,441
-28,484
-75% -$887K ﹤0.01% 565
2023
Q2 		$357K Buy
+37,925
New +$357K 0.01% 530