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Focused Wealth Management’s Vulcan Materials VMC Stock Holding History

Focused 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
2024
Q1 		– Sell
-5
Closed -$1.16K – 951
2023
Q4 		$1.16K Hold
5
– – ﹤0.01% 842
2023
Q3 		$1.03K Hold
5
– – ﹤0.01% 844
2023
Q2 		$1.15K Hold
5
– – ﹤0.01% 867
2023
Q1 		$870 Hold
5
– – ﹤0.01% 888
2022
Q4 		$886 Hold
5
– – ﹤0.01% 884
2022
Q3 		$1K Hold
5
– – ﹤0.01% 908
2022
Q2 		$1K Hold
5
– – ﹤0.01% 885
2022
Q1 		$1K Hold
5
– – ﹤0.01% 947
2021
Q4 		$1K Hold
5
– – ﹤0.01% 939
2021
Q3 		$1K Buy
+5
New +$895 ﹤0.01% 949

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Focused Wealth Management's VMC Position: Q1 2024 in Review

Focused Wealth Management sold out of Vulcan Materials (VMC) in Q1 2024, closing a stake of 5 shares — an estimated $1.16K sold.

Focused Wealth Management first reported a position in VMC in Q3 2021 and held it in 10 quarters. The position peaked at $1.16K in Q4 2023. 868 funds tracked by Wall St. Rank hold VMC as of Q1 2024.

  • Focused Wealth Management reported no remaining Vulcan Materials position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 5 Vulcan Materials shares in Q1 2024, an estimated $1.16K.
  • Focused Wealth Management first reported a position in Vulcan Materials in Q3 2021 and held it in 10 quarters.
  • Focused Wealth Management's Vulcan Materials position peaked at $1.16K in Q4 2023.
  • 868 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.