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Confluence Wealth Services’s Vulcan Materials VMC Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-40
Closed -$8K – 1134
2021
Q4 		$8K Buy
+40
New +$7.75K ﹤0.01% 977

Other funds holding VMC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Confluence Wealth Services's VMC Position: Q1 2022 in Review

Confluence Wealth Services sold out of Vulcan Materials (VMC) in Q1 2022, closing a stake of 40 shares — an estimated $8K sold.

Confluence Wealth Services first reported a position in VMC in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 738 funds tracked by Wall St. Rank hold VMC as of Q1 2022.

  • Confluence Wealth Services reported no remaining Vulcan Materials position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 40 Vulcan Materials shares in Q1 2022, an estimated $8K.
  • Confluence Wealth Services first reported a position in Vulcan Materials in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Vulcan Materials position peaked at $8K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.