Foster Victor Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Foster Victor 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
2021 Q1	–	Sell	-44,859	Closed	-$6.65M	–	145
2020 Q4	$6.65M	Buy	44,859 +2,386	+6%	+$340K	1.52%	20
2020 Q3	$5.76M	Buy	42,473 +5,485	+15%	+$689K	1.56%	20
2020 Q2	$4.29M	Buy	36,988 +12,687	+52%	+$1.39M	1.42%	28
2020 Q1	$2.58M	Buy	24,301 +8,379	+53%	+$1.07M	1.13%	36
2019 Q4	$2.25M	Buy	15,922 +2,830	+22%	+$405K	0.97%	36
2019 Q3	$1.93M	Buy	13,092 +5,480	+72%	+$774K	1.08%	28
2019 Q2	$1.05M	Buy	7,612 +600	+9%	+$76.6K	0.77%	25
2019 Q1	$830K	Buy	7,012 +2,225	+46%	+$240K	0.65%	29
2018 Q4	$473K	Buy	+4,787	New	+$485K	0.45%	40

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Foster Victor Wealth Advisors's VMC Position: Q1 2021 in Review

Foster Victor Wealth Advisors sold out of Vulcan Materials (VMC) in Q1 2021, closing a stake of 44,859 shares — an estimated $6.65M sold.

Foster Victor Wealth Advisors first reported a position in VMC in Q4 2018 and held it in 9 quarters. The position peaked at $6.65M in Q4 2020. 695 funds tracked by Wall St. Rank hold VMC as of Q1 2021.

Foster Victor Wealth Advisors reported no remaining Vulcan Materials position as of Q1 2021 after selling out during the quarter.
Foster Victor Wealth Advisors sold 44,859 Vulcan Materials shares in Q1 2021, an estimated $6.65M.
Foster Victor Wealth Advisors first reported a position in Vulcan Materials in Q4 2018 and held it in 9 quarters.
Foster Victor Wealth Advisors's Vulcan Materials position peaked at $6.65M in Q4 2020.
695 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2021.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.