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Atria Wealth Solutions’s Valmont Industries VMI Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-5,075
Closed -$1.62M – 1995
2023
Q1 		$1.62M Sell
5,075
-171
-3% -$54.6K 0.02% 613
2022
Q4 		$1.73M Buy
5,246
+846
+19% +$268K 0.03% 564
2022
Q3 		$1.18M Buy
+4,400
New +$1.16M 0.02% 661

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's VMI Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Valmont Industries (VMI) in Q2 2023, closing a stake of 5,075 shares — an estimated $1.62M sold.

Atria Wealth Solutions first reported a position in VMI in Q3 2022 and held it in 3 quarters. The position peaked at $1.73M in Q4 2022. 378 funds tracked by Wall St. Rank hold VMI as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Valmont Industries position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,075 Valmont Industries shares in Q2 2023, an estimated $1.62M.
  • Atria Wealth Solutions first reported a position in Valmont Industries in Q3 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Valmont Industries position peaked at $1.73M in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.