BFPW
VMI icon

BOK Financial Private Wealth’s Valmont Industries VMI Stock Holding History

BOK Financial Private 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
2024
Q1 		– Sell
-9
Closed -$2.11K – 554
2023
Q4 		$2.11K Buy
+9
New +$1.98K ﹤0.01% 456

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BOK Financial Private Wealth's VMI Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Valmont Industries (VMI) in Q1 2024, closing a stake of 9 shares — an estimated $2.11K sold.

BOK Financial Private Wealth first reported a position in VMI in Q4 2023 and held it in 1 quarter. The position peaked at $2.11K in Q4 2023. 389 funds tracked by Wall St. Rank hold VMI as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Valmont Industries position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 9 Valmont Industries shares in Q1 2024, an estimated $2.11K.
  • BOK Financial Private Wealth first reported a position in Valmont Industries in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Valmont Industries position peaked at $2.11K in Q4 2023.
  • 389 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.