AAP
SUM

Arax Advisory Partners’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Arax Advisory Partners’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
-458
Closed -$23.2K – 3115
2024
Q4 		$23.2K Buy
458
+21
+5% +$981 ﹤0.01% 1156
2024
Q3 		$17.1K Hold
437
– – ﹤0.01% 1155
2024
Q2 		$16K Buy
+437
New +$17.1K ﹤0.01% 1052
2020
Q1 		– Sell
-102
Closed -$2K – 728
2019
Q4 		$2K Hold
102
– – ﹤0.01% 556
2019
Q3 		$2K Hold
102
– – ﹤0.01% 556
2019
Q2 		$2K Buy
+102
New +$1.62K ﹤0.01% 560

Other funds holding SUM

SFCL
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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