Cetera Investment Advisers
SUM

Cetera Investment Advisers’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Cetera Investment Advisers’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
-5,141
Closed -$260K – 4098
2024
Q4 		$260K Sell
5,141
-4,217
-45% -$197K ﹤0.01% 3214
2024
Q3 		$365K Sell
9,358
-85
-0.9% -$3.27K ﹤0.01% 2907
2024
Q2 		$346K Sell
9,443
-1,874
-17% -$73.5K ﹤0.01% 2911
2024
Q1 		$504K Buy
+11,317
New +$447K ﹤0.01% 2600

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

Cetera Investment Advisers's SUM Position: Q1 2025 in Review

Cetera Investment Advisers sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 5,141 shares — an estimated $260K sold.

Cetera Investment Advisers first reported a position in SUM in Q1 2024 and held it in 4 quarters. The position peaked at $504K in Q1 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Cetera Investment Advisers reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 5,141 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $260K.
  • Cetera Investment Advisers first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2024 and held it in 4 quarters.
  • Cetera Investment Advisers's Summit Materials, Inc. Class A Common Stock position peaked at $504K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Cetera Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.