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CM Wealth Advisors’s Vulcan Materials VMC Stock Holding History

CM Wealth Advisors’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,956
Closed -$525K – 178
2024
Q1 		$525K Buy
+1,956
New +$482K 0.15% 75
2023
Q3 		– Sell
-2,392
Closed -$527K – 172
2023
Q2 		$527K Sell
2,392
-20,519
-90% -$3.93M 0.17% 64
2023
Q1 		$3.82M Buy
+22,911
New +$4.07M 0.74% 15

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CM Wealth Advisors's VMC Position: Q2 2024 in Review

CM Wealth Advisors sold out of Vulcan Materials (VMC) in Q2 2024, closing a stake of 1,956 shares — an estimated $525K sold.

CM Wealth Advisors first reported a position in VMC in Q1 2023 and held it in 3 quarters. The position peaked at $3.82M in Q1 2023. 849 funds tracked by Wall St. Rank hold VMC as of Q2 2024.

  • CM Wealth Advisors reported no remaining Vulcan Materials position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 1,956 Vulcan Materials shares in Q2 2024, an estimated $525K.
  • CM Wealth Advisors first reported a position in Vulcan Materials in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's Vulcan Materials position peaked at $3.82M in Q1 2023.
  • 849 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.