ATPW
SUM

Ashton Thomas Private Wealth’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Ashton Thomas Private Wealth’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
-4,305
Closed -$218K – 845
2024
Q4 		$218K Buy
+4,305
New +$201K 0.01% 736
2024
Q3 		– Sell
-4,193
Closed -$154K – 1923
2024
Q2 		$154K Buy
+4,193
New +$165K 0.01% 645

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

Ashton Thomas Private Wealth's SUM Position: Q1 2025 in Review

Ashton Thomas Private Wealth sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 4,305 shares — an estimated $218K sold.

Ashton Thomas Private Wealth first reported a position in SUM in Q2 2024 and held it in 2 quarters. The position peaked at $218K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Ashton Thomas Private Wealth reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 4,305 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $218K.
  • Ashton Thomas Private Wealth first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2024 and held it in 2 quarters.
  • Ashton Thomas Private Wealth's Summit Materials, Inc. Class A Common Stock position peaked at $218K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2025, filed 16 May 2025.