IAA
SUM

Independent Advisor Alliance’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-12,774
Closed -$252K – 660
2020
Q4 		$252K Buy
+12,774
New +$237K 0.02% 469

Other funds holding SUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Independent Advisor Alliance's SUM Position: Q1 2021 in Review

Independent Advisor Alliance sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2021, closing a stake of 12,774 shares — an estimated $252K sold.

Independent Advisor Alliance first reported a position in SUM in Q4 2020 and held it in 1 quarter. The position peaked at $252K in Q4 2020. 250 funds tracked by Wall St. Rank hold SUM as of Q1 2021.

  • Independent Advisor Alliance reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,774 Summit Materials, Inc. Class A Common Stock shares in Q1 2021, an estimated $252K.
  • Independent Advisor Alliance first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2020 and held it in 1 quarter.
  • Independent Advisor Alliance's Summit Materials, Inc. Class A Common Stock position peaked at $252K in Q4 2020.
  • 250 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2021.

Based on Independent Advisor Alliance's 13F filing for Q1 2021, filed 14 May 2021.