AWM
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Accurate Wealth Management’s Vulcan Materials VMC Stock Holding History

Accurate Wealth Management’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,213
Closed -$273K – 301
2023
Q2 		$273K Sell
1,213
-8,579
-88% -$1.64M 0.09% 211
2023
Q1 		$1.63M Buy
9,792
+9,344
+2,086% +$1.66M 0.56% 46
2022
Q4 		$79.2K Buy
+448
New +$76.6K 0.03% 352

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Accurate Wealth Management's VMC Position: Q3 2023 in Review

Accurate Wealth Management sold out of Vulcan Materials (VMC) in Q3 2023, closing a stake of 1,213 shares — an estimated $273K sold.

Accurate Wealth Management first reported a position in VMC in Q4 2022 and held it in 3 quarters. The position peaked at $1.63M in Q1 2023. 763 funds tracked by Wall St. Rank hold VMC as of Q3 2023.

  • Accurate Wealth Management reported no remaining Vulcan Materials position as of Q3 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,213 Vulcan Materials shares in Q3 2023, an estimated $273K.
  • Accurate Wealth Management first reported a position in Vulcan Materials in Q4 2022 and held it in 3 quarters.
  • Accurate Wealth Management's Vulcan Materials position peaked at $1.63M in Q1 2023.
  • 763 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2023.

Based on Accurate Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.