TFA
SUM

Toth Financial Advisory’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Toth Financial Advisory’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
-840
Closed -$42.5K – 773
2024
Q4 		$42.5K Hold
840
– – 0.01% 317
2024
Q3 		$32.8K Buy
840
+500
+147% +$19.2K ﹤0.01% 332
2024
Q2 		$12.4K Buy
340
+300
+750% +$11.8K ﹤0.01% 441
2024
Q1 		$1.78K Buy
+40
New +$1.58K ﹤0.01% 617

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

Toth Financial Advisory's SUM Position: Q1 2025 in Review

Toth Financial Advisory sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 840 shares — an estimated $42.5K sold.

Toth Financial Advisory first reported a position in SUM in Q1 2024 and held it in 4 quarters. The position peaked at $42.5K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Toth Financial Advisory reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 840 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $42.5K.
  • Toth Financial Advisory first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2024 and held it in 4 quarters.
  • Toth Financial Advisory's Summit Materials, Inc. Class A Common Stock position peaked at $42.5K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.