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

AE 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
2024
Q1 		– Sell
-2,925
Closed -$650K – 1970
2023
Q4 		$650K Buy
2,925
+1
+0% +$212 ﹤0.01% 1314
2023
Q3 		$591K Buy
2,924
+147
+5% +$32K ﹤0.01% 1292
2023
Q2 		$626K Sell
2,777
-164
-6% -$31.4K ﹤0.01% 1273
2023
Q1 		$504K Buy
2,941
+42
+1% +$7.46K ﹤0.01% 1351
2022
Q4 		$508K Sell
2,899
-439
-13% -$75.1K ﹤0.01% 1312
2022
Q3 		$526K Sell
3,338
-41,164
-92% -$6.69M ﹤0.01% 1236
2022
Q2 		$6.32M Buy
44,502
+15,856
+55% +$2.62M 0.05% 371
2022
Q1 		$5.26M Buy
28,646
+8,866
+45% +$1.65M 0.04% 426
2021
Q4 		$4.11M Buy
19,780
+17,332
+708% +$3.36M 0.03% 469
2021
Q3 		$414K Sell
2,448
-1,216
-33% -$218K ﹤0.01% 1248
2021
Q2 		$638K Buy
3,664
+1,449
+65% +$259K 0.01% 1041
2021
Q1 		$374K Sell
2,215
-6,021
-73% -$976K ﹤0.01% 1170
2020
Q4 		$1.22M Sell
8,236
-5,716
-41% -$815K 0.01% 653
2020
Q3 		$1.89M Buy
13,952
+11,709
+522% +$1.47M 0.03% 437
2020
Q2 		$260K Buy
2,243
+27
+1% +$2.96K ﹤0.01% 1071
2020
Q1 		$239K Sell
2,216
-91
-4% -$11.6K 0.01% 951
2019
Q4 		$332K Buy
2,307
+136
+6% +$19.5K 0.01% 866
2019
Q3 		$328K Sell
2,171
-210
-9% -$29.6K 0.01% 752
2019
Q2 		$327K Buy
+2,381
New +$304K 0.01% 722

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

AE Wealth Management's VMC Position: Q1 2024 in Review

AE Wealth Management sold out of Vulcan Materials (VMC) in Q1 2024, closing a stake of 2,925 shares — an estimated $650K sold.

AE Wealth Management first reported a position in VMC in Q2 2019 and held it in 19 quarters. The position peaked at $6.32M in Q2 2022. 868 funds tracked by Wall St. Rank hold VMC as of Q1 2024.

  • AE Wealth Management reported no remaining Vulcan Materials position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 2,925 Vulcan Materials shares in Q1 2024, an estimated $650K.
  • AE Wealth Management first reported a position in Vulcan Materials in Q2 2019 and held it in 19 quarters.
  • AE Wealth Management's Vulcan Materials position peaked at $6.32M in Q2 2022.
  • 868 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.