RWA
SUM

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

River 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
-69,156
Closed -$3.5M – 209
2024
Q4 		$3.5M Buy
69,156
+3,204
+5% +$150K 0.46% 54
2024
Q3 		$2.57M Buy
65,952
+6,287
+11% +$242K 0.34% 73
2024
Q2 		$2.18M Buy
59,665
+4,545
+8% +$178K 0.31% 76
2024
Q1 		$2.46M Buy
55,120
+7,415
+16% +$293K 0.36% 72
2023
Q4 		$1.83M Buy
47,705
+1,199
+3% +$41.6K 0.29% 84
2023
Q3 		$1.45M Buy
46,506
+2,600
+6% +$92.5K 0.26% 87
2023
Q2 		$1.66M Sell
43,906
-137
-0.3% -$4.24K 0.28% 89
2023
Q1 		$1.25M Buy
44,043
+1,515
+4% +$45.8K 0.23% 104
2022
Q4 		$1.21M Buy
42,528
+4,847
+13% +$134K 0.23% 104
2022
Q3 		$888K Buy
37,681
+994
+3% +$26.7K 0.19% 112
2022
Q2 		$840K Buy
36,687
+2,863
+8% +$76K 0.15% 123
2022
Q1 		$1.03M Buy
33,824
+5,162
+18% +$172K 0.16% 118
2021
Q4 		$1.13M Buy
28,662
+8,487
+42% +$311K 0.18% 115
2021
Q3 		$634K Buy
20,175
+8,602
+74% +$281K 0.11% 132
2021
Q2 		$397K Buy
+11,573
New +$365K 0.07% 168

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

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

River Wealth Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 69,156 shares — an estimated $3.5M sold.

River Wealth Advisors first reported a position in SUM in Q2 2021 and held it in 15 quarters. The position peaked at $3.5M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • River Wealth Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • River Wealth Advisors sold 69,156 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $3.5M.
  • River Wealth Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2021 and held it in 15 quarters.
  • River Wealth Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $3.5M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on River Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.