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Capital Performance Advisors’s Valmont Industries VMI Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-8
Closed -$2.32K – 2618
2024
Q3 		$2.32K Buy
+8
New +$2.24K ﹤0.01% 1486

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's VMI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Valmont Industries (VMI) in Q4 2024, closing a stake of 8 shares — an estimated $2.32K sold.

Capital Performance Advisors first reported a position in VMI in Q3 2024 and held it in 1 quarter. The position peaked at $2.32K in Q3 2024. 485 funds tracked by Wall St. Rank hold VMI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Valmont Industries position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 8 Valmont Industries shares in Q4 2024, an estimated $2.32K.
  • Capital Performance Advisors first reported a position in Valmont Industries in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Valmont Industries position peaked at $2.32K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.