BPA
SUM

Beacon Pointe Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Beacon Pointe Advisors’s Portfolio SUM Stock Details SUM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-208,431
Closed -$10.5M – 1242
2024
Q4 		$10.5M Buy
+208,431
New +$10.5M 0.12% 163
2024
Q2 		– Sell
-278,395
Closed -$12.4M – 1364
2024
Q1 		$12.4M Buy
+278,395
New +$12.4M 0.14% 151