Frontier Wealth Management’s Vulcan Materials VMC Stock Holding History

Frontier 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 Q2	$214K	Hold	1,509	–	–	0.02%	354
2022 Q1	$265K	Hold	1,509	–	–	﹤0.01%	329
2021 Q4	$313K	Hold	1,509	–	–	0.02%	321
2021 Q3	$255K	Sell	1,509 -700	-32%	-$125K	0.02%	363
2021 Q2	$385K	Buy	2,209 +91	+4%	+$16.3K	0.03%	302
2021 Q1	$357K	Hold	2,118	–	–	0.03%	281
2020 Q4	$314K	Hold	2,118	–	–	0.03%	288
2020 Q3	$287K	Hold	2,118	–	–	0.03%	286
2020 Q2	$245K	Hold	2,118	–	–	0.02%	302
2020 Q1	$229K	Buy	2,118 +709	+50%	+$90.6K	0.04%	249
2019 Q4	$203K	Sell	1,409 -1,309	-48%	-$187K	0.03%	283
2019 Q3	$411K	Hold	2,718	–	–	0.06%	211
2019 Q2	$373K	Hold	2,718	–	–	0.06%	222
2019 Q1	$322K	Hold	2,718	–	–	0.04%	268
2018 Q4	$269K	Hold	2,718	–	–	0.04%	277
2018 Q3	$302K	Hold	2,718	–	–	0.03%	305
2018 Q2	$351K	Hold	2,718	–	–	0.05%	269
2018 Q1	$310K	Buy	+2,718	New	+$342K	0.04%	299
2016 Q4	–	Sell	-2,269	Closed	-$258K	–	415
2016 Q3	$258K	Buy	+2,269	New	+$267K	0.04%	308

Other funds holding VMC

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Frontier Wealth Management's VMC Position: Q2 2022 in Review

Frontier Wealth Management held its Vulcan Materials (VMC) position steady in Q2 2022 at 1,509 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #354.

Frontier Wealth Management first reported a position in VMC in Q3 2016 and has held it in 19 quarters since. The position peaked at $411K in Q3 2019. 700 funds tracked by Wall St. Rank hold VMC as of Q2 2022.

Frontier Wealth Management held 1,509 shares of Vulcan Materials worth $214K as of Q2 2022.
Frontier Wealth Management left its Vulcan Materials share count unchanged in Q2 2022.
Vulcan Materials made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #354 holding.
Frontier Wealth Management first reported a position in Vulcan Materials in Q3 2016 and has held it in 19 quarters since.
Frontier Wealth Management's Vulcan Materials position peaked at $411K in Q3 2019.
700 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.