Washington Trust Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Washington Trust Advisors’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
2022 Q4	–	Sell	-314	Closed	-$7K	–	905
2022 Q3	$7K	Hold	314	–	–	﹤0.01%	667
2022 Q2	$7K	Hold	314	–	–	﹤0.01%	698
2022 Q1	$10K	Hold	314	–	–	﹤0.01%	713
2021 Q4	$12K	Buy	+314	New	+$11.5K	﹤0.01%	714

Other funds holding SUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Washington Trust Advisors's SUM Position: Q4 2022 in Review

Washington Trust Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q4 2022, closing a stake of 314 shares — an estimated $7K sold.

Washington Trust Advisors first reported a position in SUM in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 242 funds tracked by Wall St. Rank hold SUM as of Q4 2022.

Washington Trust Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Washington Trust Advisors sold 314 Summit Materials, Inc. Class A Common Stock shares in Q4 2022, an estimated $7K.
Washington Trust Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
Washington Trust Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $12K in Q4 2021.
242 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.