AWA
VMC icon

Amplius Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-106
Closed -$22K – 885
2021
Q4 		$22K Buy
+106
New +$20.5K ﹤0.01% 454

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amplius Wealth Advisors's VMC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Vulcan Materials (VMC) in Q1 2022, closing a stake of 106 shares — an estimated $22K sold.

Amplius Wealth Advisors first reported a position in VMC in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 738 funds tracked by Wall St. Rank hold VMC as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Vulcan Materials position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 106 Vulcan Materials shares in Q1 2022, an estimated $22K.
  • Amplius Wealth Advisors first reported a position in Vulcan Materials in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Vulcan Materials position peaked at $22K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.