CWA
VMI icon

Clearview Wealth Advisors’s Valmont Industries VMI Stock Holding History

Clearview 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
2023
Q3 		– Sell
-19
Closed -$5.53K – 627
2023
Q2 		$5.53K Hold
19
– – 0.01% 418
2023
Q1 		$6.07K Hold
19
– – 0.01% 410
2022
Q4 		$6.28K Buy
+19
New +$6.03K ﹤0.01% 374

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Clearview Wealth Advisors's VMI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Valmont Industries (VMI) in Q3 2023, closing a stake of 19 shares — an estimated $5.53K sold.

Clearview Wealth Advisors first reported a position in VMI in Q4 2022 and held it in 3 quarters. The position peaked at $6.28K in Q4 2022. 380 funds tracked by Wall St. Rank hold VMI as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Valmont Industries position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 19 Valmont Industries shares in Q3 2023, an estimated $5.53K.
  • Clearview Wealth Advisors first reported a position in Valmont Industries in Q4 2022 and held it in 3 quarters.
  • Clearview Wealth Advisors's Valmont Industries position peaked at $6.28K in Q4 2022.
  • 380 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.