PWMG
SUM

Private Wealth Management Group’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Private Wealth Management Group’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
-163
Closed -$8.25K – 1613
2024
Q4 		$8.25K Hold
163
– – ﹤0.01% 555
2024
Q3 		$6.36K Hold
163
– – ﹤0.01% 630
2024
Q2 		$5.97K Hold
163
– – ﹤0.01% 636
2024
Q1 		$7.26K Hold
163
– – ﹤0.01% 502
2023
Q4 		$6.27K Buy
+163
New +$5.65K ﹤0.01% 555

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

Private Wealth Management Group's SUM Position: Q1 2025 in Review

Private Wealth Management Group sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 163 shares — an estimated $8.25K sold.

Private Wealth Management Group first reported a position in SUM in Q4 2023 and held it in 5 quarters. The position peaked at $8.25K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Private Wealth Management Group reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 163 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $8.25K.
  • Private Wealth Management Group first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Summit Materials, Inc. Class A Common Stock position peaked at $8.25K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.