CFD
SUM

Creative Financial Designs’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Creative Financial Designs’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
-122
Closed -$6.17K – 2134
2024
Q4 		$6.17K Hold
122
– – ﹤0.01% 1378
2024
Q3 		$4.76K Hold
122
– – ﹤0.01% 1388
2024
Q2 		$4.47K Hold
122
– – ﹤0.01% 1341
2024
Q1 		$5.44K Hold
122
– – ﹤0.01% 1286
2023
Q4 		$4.69K Hold
122
– – ﹤0.01% 1274
2023
Q3 		$3.8K Buy
+122
New +$4.34K ﹤0.01% 1236

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

Creative Financial Designs's SUM Position: Q1 2025 in Review

Creative Financial Designs sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 122 shares — an estimated $6.17K sold.

Creative Financial Designs first reported a position in SUM in Q3 2023 and held it in 6 quarters. The position peaked at $6.17K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Creative Financial Designs reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Creative Financial Designs sold 122 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $6.17K.
  • Creative Financial Designs first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2023 and held it in 6 quarters.
  • Creative Financial Designs's Summit Materials, Inc. Class A Common Stock position peaked at $6.17K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.