WPW
SUM

Waldron Private Wealth’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Waldron Private Wealth’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-131
Closed -$5.11K – 502
2024
Q3 		$5.11K Buy
+131
New +$5.11K ﹤0.01% 482