CA
SUM

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

Clearstead 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
-15,130
Closed -$766K – 2334
2024
Q4 		$766K Buy
15,130
+14,776
+4,174% +$691K 0.01% 473
2024
Q3 		$13.8K Hold
354
– – ﹤0.01% 1516
2024
Q2 		$13K Buy
+354
New +$13.9K ﹤0.01% 1487
2023
Q1 		– Sell
-528
Closed -$15K – 1443
2022
Q4 		$15K Sell
528
-1
-0.2% -$28 ﹤0.01% 847
2022
Q3 		$12K Hold
529
– – ﹤0.01% 867
2022
Q2 		$12K Hold
529
– – ﹤0.01% 905
2022
Q1 		$16K Hold
529
– – ﹤0.01% 909
2021
Q4 		$21K Hold
529
– – ﹤0.01% 826
2021
Q3 		$17K Hold
529
– – ﹤0.01% 867
2021
Q2 		$18K Hold
529
– – ﹤0.01% 721
2021
Q1 		$15K Buy
+529
New +$13.3K ﹤0.01% 731

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