FSWA
VMC icon

Financial Synergies Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Financial Synergies 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
2022
Q3 		– Sell
-1
Closed -$143 – 519
2022
Q2 		$143 Buy
+1
New +$165 ﹤0.01% 479

Other funds holding VMC

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Financial Synergies Wealth Advisors's VMC Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Vulcan Materials (VMC) in Q3 2022, closing a stake of 1 share — an estimated $143 sold.

Financial Synergies Wealth Advisors first reported a position in VMC in Q2 2022 and held it in 1 quarter. The position peaked at $143 in Q2 2022. 677 funds tracked by Wall St. Rank hold VMC as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Vulcan Materials position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1 Vulcan Materials share in Q3 2022, an estimated $143.
  • Financial Synergies Wealth Advisors first reported a position in Vulcan Materials in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Vulcan Materials position peaked at $143 in Q2 2022.
  • 677 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.