MWP
SUM

Meridian Wealth Partners’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-113
Closed -$3K – 1341
2021
Q1 		$3K Buy
+113
New +$2.84K ﹤0.01% 920

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Meridian Wealth Partners's SUM Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q2 2021, closing a stake of 113 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in SUM in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 240 funds tracked by Wall St. Rank hold SUM as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 113 Summit Materials, Inc. Class A Common Stock shares in Q2 2021, an estimated $3K.
  • Meridian Wealth Partners first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Summit Materials, Inc. Class A Common Stock position peaked at $3K in Q1 2021.
  • 240 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.