DAS
SUM

Diversify Advisory Services’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Diversify Advisory Services’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
-4,864
Closed -$253K – 706
2024
Q4 		$253K Sell
4,864
-187
-4% -$8.74K 0.01% 528
2024
Q3 		$204K Buy
+5,051
New +$194K 0.01% 602
2024
Q2 		– Sell
-9,366
Closed -$404K – 729
2024
Q1 		$404K Buy
+9,366
New +$370K 0.02% 473

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

Diversify Advisory Services's SUM Position: Q1 2025 in Review

Diversify Advisory Services sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 4,864 shares — an estimated $253K sold.

Diversify Advisory Services first reported a position in SUM in Q1 2024 and held it in 3 quarters. The position peaked at $404K in Q1 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Diversify Advisory Services reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 4,864 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $253K.
  • Diversify Advisory Services first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Summit Materials, Inc. Class A Common Stock position peaked at $404K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.