AE Wealth Management’s Valmont Industries VMI Stock Holding History

AE Wealth Management’s Portfolio VMI Stock Details VMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-920	Closed	-$221K	–	2193
2023 Q3	$221K	Buy	+920	New	+$237K	﹤0.01%	1746

Other funds holding VMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

AE Wealth Management's VMI Position: Q4 2023 in Review

AE Wealth Management sold out of Valmont Industries (VMI) in Q4 2023, closing a stake of 920 shares — an estimated $221K sold.

AE Wealth Management first reported a position in VMI in Q3 2023 and held it in 1 quarter. The position peaked at $221K in Q3 2023. 379 funds tracked by Wall St. Rank hold VMI as of Q4 2023.

AE Wealth Management reported no remaining Valmont Industries position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 920 Valmont Industries shares in Q4 2023, an estimated $221K.
AE Wealth Management first reported a position in Valmont Industries in Q3 2023 and held it in 1 quarter.
AE Wealth Management's Valmont Industries position peaked at $221K in Q3 2023.
379 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.