Avestar Capital’s Valmont Industries VMI Stock Holding History

Avestar Capital’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
2021 Q2	–	Sell	-1,271	Closed	-$313K	–	478
2021 Q1	$313K	Buy	1,271 +48	+4%	+$10.6K	0.07%	240
2020 Q4	$214K	Buy	+1,223	New	+$190K	0.06%	252

Other funds holding VMI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avestar Capital's VMI Position: Q2 2021 in Review

Avestar Capital sold out of Valmont Industries (VMI) in Q2 2021, closing a stake of 1,271 shares — an estimated $313K sold.

Avestar Capital first reported a position in VMI in Q4 2020 and held it in 2 quarters. The position peaked at $313K in Q1 2021. 304 funds tracked by Wall St. Rank hold VMI as of Q2 2021.

Avestar Capital reported no remaining Valmont Industries position as of Q2 2021 after selling out during the quarter.
Avestar Capital sold 1,271 Valmont Industries shares in Q2 2021, an estimated $313K.
Avestar Capital first reported a position in Valmont Industries in Q4 2020 and held it in 2 quarters.
Avestar Capital's Valmont Industries position peaked at $313K in Q1 2021.
304 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2021.

Based on Avestar Capital's 13F filing for Q2 2021, filed 3 Aug 2021.