CAPTRUST Financial Advisors
VUL

CAPTRUST Financial Advisors’s VULCAN INTERNATIONAL CORP VUL Stock Holding History

CAPTRUST Financial Advisors’s Portfolio VUL Stock Details VUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-509
Closed – – 4716
2022
Q2 		$0 Hold
509
– – ﹤0.01% 5386
2022
Q1 		$0 Buy
+509
New – ﹤0.01% 5372
2021
Q2 		– Sell
-509
Closed -$4K – 4864
2021
Q1 		$4K Hold
509
– – ﹤0.01% 3850
2020
Q4 		$4K Hold
509
– – ﹤0.01% 2961
2020
Q3 		$72K Buy
+509
New +$72K ﹤0.01% 1500
2020
Q2 		– Sell
-509
Closed -$56K – 2969
2020
Q1 		$56K Buy
+509
New +$56K ﹤0.01% 1341

Other funds holding VUL

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CAPTRUST Financial Advisors's VUL Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of VULCAN INTERNATIONAL CORP (VUL) in Q3 2022, closing a stake of 509 shares.

CAPTRUST Financial Advisors first reported a position in VUL in Q1 2020 and held it in 6 quarters. The position peaked at $72K in Q3 2020. 1 fund tracked by Wall St. Rank holds VUL as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining VULCAN INTERNATIONAL CORP position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 509 VULCAN INTERNATIONAL CORP shares in Q3 2022.
  • CAPTRUST Financial Advisors first reported a position in VULCAN INTERNATIONAL CORP in Q1 2020 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's VULCAN INTERNATIONAL CORP position peaked at $72K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held VULCAN INTERNATIONAL CORP as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.