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Beaird Harris Wealth Management’s Vulcan Materials VMC Stock Holding History

Beaird Harris Wealth Management’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
Q2 		– Hold
0
– – – 669
2023
Q1 		– Sell
-14
Closed -$2.45K – 740
2022
Q4 		$2.45K Buy
+14
New +$2.39K ﹤0.01% 543
2022
Q2 		– Sell
-56
Closed -$10K – 618
2022
Q1 		$10K Hold
56
– – ﹤0.01% 333
2021
Q4 		$12K Buy
+56
New +$10.8K ﹤0.01% 384

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Beaird Harris Wealth Management's VMC Position: Q2 2024 in Review

Beaird Harris Wealth Management held its Vulcan Materials (VMC) position steady in Q2 2024 at 0 shares worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Beaird Harris Wealth Management first reported a position in VMC in Q4 2021 and has held it in 3 quarters since. The position peaked at $12K in Q4 2021. 849 funds tracked by Wall St. Rank hold VMC as of Q2 2024.

  • Beaird Harris Wealth Management held 0 shares of Vulcan Materials worth $78 as of Q2 2024.
  • Beaird Harris Wealth Management left its Vulcan Materials share count unchanged in Q2 2024.
  • Vulcan Materials made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2024, its #669 holding.
  • Beaird Harris Wealth Management first reported a position in Vulcan Materials in Q4 2021 and has held it in 3 quarters since.
  • Beaird Harris Wealth Management's Vulcan Materials position peaked at $12K in Q4 2021.
  • 849 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.