DWM
SUM

Diversify Wealth Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Diversify Wealth Management’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
-14,972
Closed -$779K – 559
2024
Q4 		$779K Buy
14,972
+4,808
+47% +$225K 0.06% 258
2024
Q3 		$413K Buy
10,164
+1,260
+14% +$48.4K 0.04% 347
2024
Q2 		$328K Buy
+8,904
New +$349K 0.04% 344

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 Wealth Management's SUM Position: Q1 2025 in Review

Diversify Wealth Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 14,972 shares — an estimated $779K sold.

Diversify Wealth Management first reported a position in SUM in Q2 2024 and held it in 3 quarters. The position peaked at $779K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Diversify Wealth Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 14,972 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $779K.
  • Diversify Wealth Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2024 and held it in 3 quarters.
  • Diversify Wealth Management's Summit Materials, Inc. Class A Common Stock position peaked at $779K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.