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WTC
SUM
WhitTier Trust Company’s
Summit Materials, Inc. Class A Common Stock
SUM
Stock Holding History
WhitTier Trust Company’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
2020
Q4
–
Sell
-873
Closed
-$14K
–
1008
2020
Q3
$14K
Hold
873
–
–
﹤0.01%
783
2020
Q2
$14K
Hold
873
–
–
﹤0.01%
759
2020
Q1
$13K
Hold
873
–
–
﹤0.01%
759
2019
Q4
$20K
Sell
873
-414
-32%
-$9.39K
﹤0.01%
752
2019
Q3
$28K
Hold
1,287
–
–
﹤0.01%
690
2019
Q2
$24K
Sell
1,287
-151
-11%
-$2.4K
﹤0.01%
708
2019
Q1
$22K
Hold
1,438
–
–
﹤0.01%
729
2018
Q4
$18K
Hold
1,438
–
–
﹤0.01%
752
2018
Q3
$26K
Sell
1,438
-459
-24%
-$9.98K
﹤0.01%
713
2018
Q2
$49K
Buy
1,897
+330
+21%
+$9.19K
﹤0.01%
612
2018
Q1
$47K
Hold
1,567
–
–
﹤0.01%
620
2017
Q4
$48K
Hold
1,567
–
–
﹤0.01%
581
2017
Q3
$49K
Hold
1,567
–
–
﹤0.01%
542
2017
Q2
$44K
Hold
1,567
–
–
﹤0.01%
556
2017
Q1
$38K
Hold
1,567
–
–
﹤0.01%
580
2016
Q4
$36K
Buy
+1,567
New
+$32.9K
﹤0.01%
589
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1-Year Est. Return
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1-Year Est. Return
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N
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$16.8B AUM
27.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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