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
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Arax Advisory Partners's SUM Position: Q1 2025 in Review

Arax Advisory Partners sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 458 shares — an estimated $23.2K sold.

Arax Advisory Partners first reported a position in SUM in Q2 2019 and held it in 6 quarters. The position peaked at $23.2K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Arax Advisory Partners reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 458 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $23.2K.
  • Arax Advisory Partners first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2019 and held it in 6 quarters.
  • Arax Advisory Partners's Summit Materials, Inc. Class A Common Stock position peaked at $23.2K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Arax Advisory Partners's 13F filing for Q1 2025, filed 15 May 2025.