FinTrust Capital Advisors’s Valmont Industries VMI Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$5.51K	Hold	19	–	–	﹤0.01%	1068
2024 Q2	$5.21K	Sell	19 -7	-27%	-$1.71K	﹤0.01%	1039
2024 Q1	$5.94K	Hold	26	–	–	﹤0.01%	956
2023 Q4	$6.07K	Buy	26 +19	+271%	+$4.18K	﹤0.01%	914
2023 Q3	$1.68K	Buy	+7	New	+$1.8K	﹤0.01%	1045
2022 Q4	–	Sell	-350	Closed	-$103K	–	1288
2022 Q3	$103K	Sell	350 -180	-34%	-$47.6K	0.03%	369
2022 Q2	$133K	Hold	530	–	–	0.03%	332
2022 Q1	$126K	Hold	530	–	–	0.03%	375
2021 Q4	$133K	Sell	530 -150	-22%	-$36.8K	0.03%	367
2021 Q3	$160K	Hold	680	–	–	0.04%	313
2021 Q2	$161K	Hold	680	–	–	0.04%	320
2021 Q1	$162K	Hold	680	–	–	0.05%	314
2020 Q4	$119K	Hold	680	–	–	0.04%	345
2020 Q3	$84	Hold	680	–	–	0.02%	392
2020 Q2	$77K	Sell	680 -385	-36%	-$42.7K	0.03%	393
2020 Q1	$113K	Buy	+1,065	New	+$138K	0.05%	276

Other funds holding VMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

FinTrust Capital Advisors's VMI Position: Q3 2024 in Review

FinTrust Capital Advisors held its Valmont Industries (VMI) position steady in Q3 2024 at 19 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

FinTrust Capital Advisors first reported a position in VMI in Q1 2020 and has held it in 16 quarters since. The position peaked at $162K in Q1 2021. 438 funds tracked by Wall St. Rank hold VMI as of Q3 2024.

FinTrust Capital Advisors held 19 shares of Valmont Industries worth $5.51K as of Q3 2024.
FinTrust Capital Advisors left its Valmont Industries share count unchanged in Q3 2024.
Valmont Industries made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1068 holding.
FinTrust Capital Advisors first reported a position in Valmont Industries in Q1 2020 and has held it in 16 quarters since.
FinTrust Capital Advisors's Valmont Industries position peaked at $162K in Q1 2021.
438 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.