AWAU
SUM

Alliance Wealth Advisors (Utah)’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q1 		– Sell
-18,263
Closed -$924K – 280
2024
Q4 		$924K Buy
18,263
+611
+3% +$28.6K 0.24% 101
2024
Q3 		$689K Buy
17,652
+1,143
+7% +$43.9K 0.18% 128
2024
Q2 		$604K Buy
16,509
+1,501
+10% +$58.9K 0.18% 127
2024
Q1 		$669K Buy
15,008
+1,877
+14% +$74.2K 0.2% 112
2023
Q4 		$505K Buy
13,131
+465
+4% +$16.1K 0.17% 126
2023
Q3 		$394K Buy
12,666
+901
+8% +$32.1K 0.15% 145
2023
Q2 		$445K Buy
11,765
+1,410
+14% +$43.7K 0.17% 134
2023
Q1 		$295K Buy
10,355
+992
+11% +$30K 0.12% 175
2022
Q4 		$266K Buy
+9,363
New +$258K 0.12% 177

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SUM Position: Q1 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 18,263 shares — an estimated $924K sold.

Alliance Wealth Advisors (Utah) first reported a position in SUM in Q4 2022 and held it in 9 quarters. The position peaked at $924K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 18,263 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $924K.
  • Alliance Wealth Advisors (Utah) first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2022 and held it in 9 quarters.
  • Alliance Wealth Advisors (Utah)'s Summit Materials, Inc. Class A Common Stock position peaked at $924K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2025, filed 13 May 2025.