FNWA
SUM

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

Financial Network 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
-31
Closed -$1.57K – 786
2024
Q4 		$1.57K Sell
31
-4
-11% -$187 ﹤0.01% 423
2024
Q3 		$1.37K Hold
35
– – ﹤0.01% 709
2024
Q2 		$1.28K Buy
+35
New +$1.37K ﹤0.01% 802

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

Financial Network Wealth Advisors's SUM Position: Q1 2025 in Review

Financial Network Wealth Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 31 shares — an estimated $1.57K sold.

Financial Network Wealth Advisors first reported a position in SUM in Q2 2024 and held it in 3 quarters. The position peaked at $1.57K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Financial Network Wealth Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 31 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $1.57K.
  • Financial Network Wealth Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2024 and held it in 3 quarters.
  • Financial Network Wealth Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $1.57K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

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