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

HHM 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	-476	Closed	-$24.1K	–	1053
2024 Q4	$24.1K	Hold	476	–	–	﹤0.01%	470
2024 Q3	$18.6K	Hold	476	–	–	﹤0.01%	477
2024 Q2	$17.4K	Hold	476	–	–	﹤0.01%	473
2024 Q1	$21.2K	Hold	476	–	–	﹤0.01%	402
2023 Q4	$18.3K	Hold	476	–	–	﹤0.01%	423
2023 Q3	$14.8K	Hold	476	–	–	﹤0.01%	448
2023 Q2	$18K	Hold	476	–	–	﹤0.01%	434
2023 Q1	$13.6K	Hold	476	–	–	﹤0.01%	472
2022 Q4	$13.5K	Sell	476 -1	-0.2%	-$28	﹤0.01%	412
2022 Q3	$11K	Hold	477	–	–	﹤0.01%	429
2022 Q2	$11K	Hold	477	–	–	﹤0.01%	527
2022 Q1	$15K	Hold	477	–	–	﹤0.01%	490
2021 Q4	$19K	Hold	477	–	–	﹤0.01%	437
2021 Q3	$15K	Hold	477	–	–	﹤0.01%	450
2021 Q2	$16K	Hold	477	–	–	﹤0.01%	434
2021 Q1	$13K	Hold	477	–	–	﹤0.01%	429
2020 Q4	$9K	Hold	477	–	–	﹤0.01%	430
2020 Q3	$8K	Hold	477	–	–	﹤0.01%	407
2020 Q2	$8K	Hold	477	–	–	﹤0.01%	381
2020 Q1	$7K	Buy	+477	New	+$9.27K	﹤0.01%	377

Other funds holding SUM

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 476 shares — an estimated $24.1K sold.

HHM Wealth Advisors first reported a position in SUM in Q1 2020 and held it in 20 quarters. The position peaked at $24.1K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

HHM Wealth Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 476 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $24.1K.
HHM Wealth Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2020 and held it in 20 quarters.
HHM Wealth Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $24.1K in Q4 2024.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.