EWA
SUM

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

EverSource Wealth 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
-19
Closed -$961 – 4207
2024
Q4 		$961 Hold
19
– – ﹤0.01% 2982
2024
Q3 		$742 Hold
19
– – ﹤0.01% 2780
2024
Q2 		$794 Sell
19
-6
-24% -$235 ﹤0.01% 2787
2024
Q1 		$972 Sell
25
-283
-92% -$11.2K ﹤0.01% 2590
2023
Q4 		$11.8K Buy
308
+289
+1,521% +$10K ﹤0.01% 1485
2023
Q3 		$592 Hold
19
– – ﹤0.01% 2343
2023
Q2 		$719 Buy
+19
New +$588 ﹤0.01% 2290
2022
Q2 		– Sell
-324
Closed -$10K – 1918
2022
Q1 		$10K Hold
324
– – ﹤0.01% 991
2021
Q4 		$13K Buy
+324
New +$11.9K ﹤0.01% 872

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

EverSource Wealth Advisors's SUM Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 19 shares — an estimated $961 sold.

EverSource Wealth Advisors first reported a position in SUM in Q4 2021 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 19 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $961.
  • EverSource Wealth Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2021 and held it in 9 quarters.
  • EverSource Wealth Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $13K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.