JWA
SUM

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

JFS 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
-118
Closed -$5.97K – 2009
2024
Q4 		$5.97K Hold
118
– – ﹤0.01% 1061
2024
Q3 		$4.61K Buy
118
+3
+3% +$115 ﹤0.01% 1152
2024
Q2 		$4.21K Hold
115
– – ﹤0.01% 1129
2024
Q1 		$5.13K Hold
115
– – ﹤0.01% 1087
2023
Q4 		$4.42K Buy
115
+9
+8% +$312 ﹤0.01% 1112
2023
Q3 		$3.3K Hold
106
– – ﹤0.01% 1173
2023
Q2 		$4.01K Hold
106
– – ﹤0.01% 1098
2023
Q1 		$3.02K Sell
106
-4
-4% -$121 ﹤0.01% 1203
2022
Q4 		$3.12K Sell
110
-2
-2% -$55 ﹤0.01% 1193
2022
Q3 		$3K Buy
112
+18
+19% +$483 ﹤0.01% 1261
2022
Q2 		$2K Buy
94
+44
+88% +$1.17K ﹤0.01% 1424
2022
Q1 		$2K Buy
50
+12
+32% +$400 ﹤0.01% 1533
2021
Q4 		$1K Buy
+38
New +$1.39K ﹤0.01% 1639

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

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

JFS Wealth Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 118 shares — an estimated $5.97K sold.

JFS Wealth Advisors first reported a position in SUM in Q4 2021 and held it in 13 quarters. The position peaked at $5.97K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • JFS Wealth Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 118 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $5.97K.
  • JFS Wealth Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2021 and held it in 13 quarters.
  • JFS Wealth Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $5.97K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.