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Baldwin Wealth Partners’s Vulcan Materials VMC Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-122
Closed -$30.6K – 999
2024
Q3 		$30.6K Buy
+122
New +$30.3K ﹤0.01% 637
2023
Q3 		– Sell
-19
Closed -$4.28K – 776
2023
Q2 		$4.28K Hold
19
– – ﹤0.01% 660
2023
Q1 		$3.26K Buy
+19
New +$3.37K ﹤0.01% 705

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Baldwin Wealth Partners's VMC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Vulcan Materials (VMC) in Q4 2024, closing a stake of 122 shares — an estimated $30.6K sold.

Baldwin Wealth Partners first reported a position in VMC in Q1 2023 and held it in 3 quarters. The position peaked at $30.6K in Q3 2024. 927 funds tracked by Wall St. Rank hold VMC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Vulcan Materials position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 122 Vulcan Materials shares in Q4 2024, an estimated $30.6K.
  • Baldwin Wealth Partners first reported a position in Vulcan Materials in Q1 2023 and held it in 3 quarters.
  • Baldwin Wealth Partners's Vulcan Materials position peaked at $30.6K in Q3 2024.
  • 927 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.