CAS
SUM

Coppell Advisory Solutions’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Coppell Advisory Solutions’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
-700
Closed -$35.4K – 1986
2024
Q4 		$35.4K Buy
700
+153
+28% +$7.15K ﹤0.01% 692
2024
Q3 		$21.2K Hold
547
– – ﹤0.01% 852
2024
Q2 		$20K Buy
+547
New +$21.5K ﹤0.01% 781
2023
Q4 		$21K Buy
+547
New +$19K ﹤0.01% 723

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

Coppell Advisory Solutions's SUM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 700 shares — an estimated $35.4K sold.

Coppell Advisory Solutions first reported a position in SUM in Q4 2023 and held it in 4 quarters. The position peaked at $35.4K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 700 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $35.4K.
  • Coppell Advisory Solutions first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Summit Materials, Inc. Class A Common Stock position peaked at $35.4K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.