CTC
SUM

Cetera Trust Company’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Cetera Trust Company’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
-116
Closed -$5.87K – 396
2024
Q4 		$5.87K Hold
116
– – ﹤0.01% 340
2024
Q3 		$4.53K Hold
116
– – ﹤0.01% 375
2024
Q2 		$4.25K Hold
116
– – ﹤0.01% 378
2024
Q1 		$5.17K Hold
116
– – ﹤0.01% 370
2023
Q4 		$4.46K Buy
+116
New +$4.02K ﹤0.01% 376

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 Trust Company's SUM Position: Q1 2025 in Review

Cetera Trust Company sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 116 shares — an estimated $5.87K sold.

Cetera Trust Company first reported a position in SUM in Q4 2023 and held it in 5 quarters. The position peaked at $5.87K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Cetera Trust Company reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Cetera Trust Company sold 116 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $5.87K.
  • Cetera Trust Company first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2023 and held it in 5 quarters.
  • Cetera Trust Company's Summit Materials, Inc. Class A Common Stock position peaked at $5.87K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Cetera Trust Company's 13F filing for Q1 2025, filed 14 Apr 2025.