Financial Gravity Asset Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Financial Gravity Asset Management’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
2021 Q3	–	Hold	0	–	–	–	696
2019 Q4	–	Sell	-20	Closed	–	–	1737
2019 Q3	$0	Hold	20	–	–	﹤0.01%	1601
2019 Q2	$0	Buy	20 +5	+33%	+$80	﹤0.01%	1723
2019 Q1	$0	Buy	+15	New	+$235	﹤0.01%	1577

Other funds holding SUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financial Gravity Asset Management's SUM Position: Q3 2021 in Review

Financial Gravity Asset Management held its Summit Materials, Inc. Class A Common Stock (SUM) position steady in Q3 2021 at 0 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #696.

Financial Gravity Asset Management first reported a position in SUM in Q1 2019 and has held it in 3 quarters since. The position peaked at $0 in Q3 2019. 238 funds tracked by Wall St. Rank hold SUM as of Q3 2021.

Financial Gravity Asset Management held 0 shares of Summit Materials, Inc. Class A Common Stock worth $32K as of Q3 2021.
Financial Gravity Asset Management left its Summit Materials, Inc. Class A Common Stock share count unchanged in Q3 2021.
Summit Materials, Inc. Class A Common Stock made up 0.02% of Financial Gravity Asset Management's portfolio in Q3 2021, its #696 holding.
Financial Gravity Asset Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2019 and has held it in 3 quarters since.
Financial Gravity Asset Management's Summit Materials, Inc. Class A Common Stock position peaked at $0 in Q3 2019.
238 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.