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 $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