AAS
SUM

Avantax Advisory Services’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Avantax Advisory Services’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
-8,092
Closed -$409K – 2346
2024
Q4 		$409K Sell
8,092
-3,274
-29% -$153K ﹤0.01% 1576
2024
Q3 		$444K Buy
11,366
+46
+0.4% +$1.77K ﹤0.01% 1491
2024
Q2 		$414K Buy
+11,320
New +$444K ﹤0.01% 1486

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avantax Advisory Services's SUM Position: Q1 2025 in Review

Avantax Advisory Services sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 8,092 shares — an estimated $409K sold.

Avantax Advisory Services first reported a position in SUM in Q2 2024 and held it in 3 quarters. The position peaked at $444K in Q3 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Avantax Advisory Services reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 8,092 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $409K.
  • Avantax Advisory Services first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2024 and held it in 3 quarters.
  • Avantax Advisory Services's Summit Materials, Inc. Class A Common Stock position peaked at $444K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.