CIBC Private Wealth Group
SUM

CIBC Private Wealth Group’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

CIBC Private Wealth Group’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
-159
Closed -$8.27K – 3306
2024
Q4 		$8.27K Buy
159
+125
+368% +$5.84K ﹤0.01% 2327
2024
Q3 		$1.33K Sell
34
-242
-88% -$9.3K ﹤0.01% 2878
2024
Q2 		$9.96K Sell
276
-3,682
-93% -$145K ﹤0.01% 2297
2024
Q1 		$171K Buy
+3,958
New +$157K ﹤0.01% 1192

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

CIBC Private Wealth Group's SUM Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 159 shares — an estimated $8.27K sold.

CIBC Private Wealth Group first reported a position in SUM in Q1 2024 and held it in 4 quarters. The position peaked at $171K in Q1 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 159 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $8.27K.
  • CIBC Private Wealth Group first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2024 and held it in 4 quarters.
  • CIBC Private Wealth Group's Summit Materials, Inc. Class A Common Stock position peaked at $171K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.