Cardinal Point Wealth Management Partners’s Valmont Industries VMI Stock Holding History

Cardinal Point Wealth Management Partners’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
2023 Q1	$272K	Buy	+850	New	+$271K	0.08%	67

Other funds holding VMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Cardinal Point Wealth Management Partners's VMI Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners opened a new position in Valmont Industries (VMI) in Q1 2023: 850 shares worth $272K. The stake represents 0.08% of the portfolio and ranks #67 among its holdings.

363 funds tracked by Wall St. Rank hold VMI as of Q1 2023.

Cardinal Point Wealth Management Partners held 850 shares of Valmont Industries worth $272K as of Q1 2023.
Valmont Industries was a new Cardinal Point Wealth Management Partners position in Q1 2023.
Valmont Industries made up 0.08% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #67 holding.
363 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.