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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-117
Closed -$4K 636
2021
Q2
$4K Buy
+117
New +$3.69K ﹤0.01% 535

Other funds holding SUM

Red Door Wealth Management's SUM Position: Q3 2021 in Review

Red Door Wealth Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q3 2021, closing a stake of 117 shares — an estimated $4K sold.

Red Door Wealth Management first reported a position in SUM in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 238 funds tracked by Wall St. Rank hold SUM as of Q3 2021.

  • Red Door Wealth Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 117 Summit Materials, Inc. Class A Common Stock shares in Q3 2021, an estimated $4K.
  • Red Door Wealth Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's Summit Materials, Inc. Class A Common Stock position peaked at $4K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.