JWM
SUM

Janiczek Wealth Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Janiczek Wealth 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
2024
Q2 		$1.28K Hold
35
– – ﹤0.01% 901
2024
Q1 		$1.56K Hold
35
– – ﹤0.01% 884
2023
Q4 		$1.35K Buy
+35
New +$1.21K ﹤0.01% 896

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janiczek Wealth Management's SUM Position: Q2 2024 in Review

Janiczek Wealth Management held its Summit Materials, Inc. Class A Common Stock (SUM) position steady in Q2 2024 at 35 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Janiczek Wealth Management first reported a position in SUM in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.56K in Q1 2024. 305 funds tracked by Wall St. Rank hold SUM as of Q2 2024.

  • Janiczek Wealth Management held 35 shares of Summit Materials, Inc. Class A Common Stock worth $1.28K as of Q2 2024.
  • Janiczek Wealth Management left its Summit Materials, Inc. Class A Common Stock share count unchanged in Q2 2024.
  • Summit Materials, Inc. Class A Common Stock made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #901 holding.
  • Janiczek Wealth Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2023 and has held it in 3 quarters since.
  • Janiczek Wealth Management's Summit Materials, Inc. Class A Common Stock position peaked at $1.56K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.