CWA
VMI icon

Clarus Wealth Advisors’s Valmont Industries VMI Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-797
Closed -$101K – 533
2019
Q2 		$101K Hold
797
– – 0.07% 190
2019
Q1 		$104K Hold
797
– – 0.08% 186
2018
Q4 		$88K Sell
797
-645
-45% -$80.4K 0.14% 188
2018
Q3 		$200K Buy
1,442
+72
+5% +$10.1K 0.13% 125
2018
Q2 		$200K Hold
1,370
– – 0.15% 115
2018
Q1 		$200K Buy
1,370
+78
+6% +$12.2K 0.18% 114
2017
Q4 		$214K Buy
+1,292
New +$210K 0.21% 96

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Clarus Wealth Advisors's VMI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Valmont Industries (VMI) in Q3 2019, closing a stake of 797 shares — an estimated $101K sold.

Clarus Wealth Advisors first reported a position in VMI in Q4 2017 and held it in 7 quarters. The position peaked at $214K in Q4 2017. 260 funds tracked by Wall St. Rank hold VMI as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Valmont Industries position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 797 Valmont Industries shares in Q3 2019, an estimated $101K.
  • Clarus Wealth Advisors first reported a position in Valmont Industries in Q4 2017 and held it in 7 quarters.
  • Clarus Wealth Advisors's Valmont Industries position peaked at $214K in Q4 2017.
  • 260 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.