Avion Wealth’s Valmont Industries VMI Stock Holding History

Avion Wealth’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	-2	Closed	–	–	1360
2023 Q3	$0	Buy	+2	New	+$514	﹤0.01%	1217

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

Avion Wealth's VMI Position: Q4 2023 in Review

Avion Wealth sold out of Valmont Industries (VMI) in Q4 2023, closing a stake of 2 shares.

Avion Wealth first reported a position in VMI in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 379 funds tracked by Wall St. Rank hold VMI as of Q4 2023.

Avion Wealth reported no remaining Valmont Industries position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 2 Valmont Industries shares in Q4 2023.
Avion Wealth first reported a position in Valmont Industries in Q3 2023 and held it in 1 quarter.
Avion Wealth's Valmont Industries position peaked at $0 in Q3 2023.
379 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.