CWA
SUM

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

Carolina 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
2025
Q1 		– Sell
-21
Closed -$1.06K – 321
2024
Q4 		$1.06K Hold
21
– – ﹤0.01% 260
2024
Q3 		$820 Buy
+21
New +$807 ﹤0.01% 309

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

Carolina Wealth Advisors's SUM Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 21 shares — an estimated $1.06K sold.

Carolina Wealth Advisors first reported a position in SUM in Q3 2024 and held it in 2 quarters. The position peaked at $1.06K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 21 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $1.06K.
  • Carolina Wealth Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2024 and held it in 2 quarters.
  • Carolina Wealth Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $1.06K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.