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Concord Wealth Partners’s Valmont Industries VMI Stock Holding History

Concord Wealth 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
2022
Q3 		– Sell
-20
Closed -$4K – 1116
2022
Q2 		$4K Sell
20
-549
-96% -$134K ﹤0.01% 898
2022
Q1 		$136K Sell
569
-59
-9% -$13.4K 0.04% 248
2021
Q4 		$157K Buy
628
+490
+355% +$120K 0.04% 222
2021
Q3 		$32K Sell
138
-425
-75% -$101K 0.01% 299
2021
Q2 		$133K Buy
563
+168
+43% +$40.7K 0.04% 191
2021
Q1 		$94K Buy
+395
New +$87.6K 0.03% 228

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Concord Wealth Partners's VMI Position: Q3 2022 in Review

Concord Wealth Partners sold out of Valmont Industries (VMI) in Q3 2022, closing a stake of 20 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in VMI in Q1 2021 and held it in 6 quarters. The position peaked at $157K in Q4 2021. 317 funds tracked by Wall St. Rank hold VMI as of Q3 2022.

  • Concord Wealth Partners reported no remaining Valmont Industries position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 20 Valmont Industries shares in Q3 2022, an estimated $4K.
  • Concord Wealth Partners first reported a position in Valmont Industries in Q1 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Valmont Industries position peaked at $157K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.