BRWA
SUM

B. Riley Wealth Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$265K Sell
5,228
-201
-4% -$9.39K 0.01% 919
2024
Q3 		$203K Buy
+5,429
New +$209K 0.01% 1134

Other funds holding SUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Advisors's SUM Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Summit Materials, Inc. Class A Common Stock (SUM) stake by 3.7% in Q4 2024, selling an estimated $9.39K and leaving 5,228 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #919.

B. Riley Wealth Advisors first reported a position in SUM in Q3 2024 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold SUM as of Q4 2024.

  • B. Riley Wealth Advisors held 5,228 shares of Summit Materials, Inc. Class A Common Stock worth $265K as of Q4 2024.
  • B. Riley Wealth Advisors sold 201 Summit Materials, Inc. Class A Common Stock shares in Q4 2024, an estimated $9.39K.
  • Summit Materials, Inc. Class A Common Stock made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #919 holding.
  • B. Riley Wealth Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2024 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.