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 – 4215
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 – 1921
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 $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