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Curi Wealth Management’s Vulcan Materials VMC Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-42
Closed -$6K – 676
2022
Q2 		$6K Buy
42
+1
+2% +$165 ﹤0.01% 440
2022
Q1 		$7K Hold
41
– – ﹤0.01% 398
2021
Q4 		$8K Buy
+41
New +$7.94K ﹤0.01% 343
2021
Q1 		– Sell
-41
Closed -$6K – 470
2020
Q4 		$6K Buy
+41
New +$5.85K ﹤0.01% 297

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Curi Wealth Management's VMC Position: Q3 2022 in Review

Curi Wealth Management sold out of Vulcan Materials (VMC) in Q3 2022, closing a stake of 42 shares — an estimated $6K sold.

Curi Wealth Management first reported a position in VMC in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 678 funds tracked by Wall St. Rank hold VMC as of Q3 2022.

  • Curi Wealth Management reported no remaining Vulcan Materials position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 42 Vulcan Materials shares in Q3 2022, an estimated $6K.
  • Curi Wealth Management first reported a position in Vulcan Materials in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Vulcan Materials position peaked at $8K in Q4 2021.
  • 678 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.