AI
SUM

Atria Investments’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Atria Investments’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
-5,319
Closed -$269K – 2024
2024
Q4 		$269K Sell
5,319
-1,636
-24% -$76.5K ﹤0.01% 1647
2024
Q3 		$271K Sell
6,955
-451
-6% -$17.3K ﹤0.01% 1662
2024
Q2 		$271K Buy
+7,406
New +$291K ﹤0.01% 1650

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

Atria Investments's SUM Position: Q1 2025 in Review

Atria Investments sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 5,319 shares — an estimated $269K sold.

Atria Investments first reported a position in SUM in Q2 2024 and held it in 3 quarters. The position peaked at $271K in Q3 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Atria Investments reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 5,319 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $269K.
  • Atria Investments first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2024 and held it in 3 quarters.
  • Atria Investments's Summit Materials, Inc. Class A Common Stock position peaked at $271K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.