CWC
SUM

Carolinas Wealth Consulting’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Carolinas Wealth Consulting’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
-59
Closed -$2.97K – 1106
2024
Q4 		$2.97K Buy
59
+22
+59% +$1.03K ﹤0.01% 740
2024
Q3 		$1.42K Buy
37
+5
+16% +$192 ﹤0.01% 871
2024
Q2 		$1.15K Buy
+32
New +$1.26K ﹤0.01% 888
2023
Q1 		– Sell
-22
Closed -$625 – 1129
2022
Q4 		$625 Buy
+22
New +$606 ﹤0.01% 969
2020
Q4 		– Sell
-81
Closed -$1K – 1045
2020
Q3 		$1K Buy
+81
New +$1.3K ﹤0.01% 904

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 $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Carolinas Wealth Consulting's SUM Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 59 shares — an estimated $2.97K sold.

Carolinas Wealth Consulting first reported a position in SUM in Q3 2020 and held it in 5 quarters. The position peaked at $2.97K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 59 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $2.97K.
  • Carolinas Wealth Consulting first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2020 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Summit Materials, Inc. Class A Common Stock position peaked at $2.97K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.