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Glassman Wealth Services’s Valmont Industries VMI Stock Holding History

Glassman Wealth Services’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
2023
Q4 		– Sell
-7
Closed -$1.68K – 2082
2023
Q3 		$1.68K Buy
+7
New +$1.8K ﹤0.01% 1385
2017
Q2 		– Sell
-62
Closed -$9.32K – 666
2017
Q1 		$10K Hold
62
– – 0.01% 356
2016
Q4 		$9K Hold
62
– – 0.01% 384
2016
Q3 		$8K Hold
62
– – 0.01% 325
2016
Q2 		$8K Hold
62
– – 0.01% 356
2016
Q1 		$8K Buy
62
+1
+2% +$111 0.01% 341
2015
Q4 		$7K Hold
61
– – 0.01% 348
2015
Q3 		$6K Hold
61
– – 0.01% 349
2015
Q2 		$7K Hold
61
– – 0.01% 362
2015
Q1 		$7K Hold
61
– – 0.01% 369
2014
Q4 		$8K Buy
+61
New +$8.14K 0.01% 398

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Glassman Wealth Services's VMI Position: Q4 2023 in Review

Glassman Wealth Services sold out of Valmont Industries (VMI) in Q4 2023, closing a stake of 7 shares — an estimated $1.68K sold.

Glassman Wealth Services first reported a position in VMI in Q4 2014 and held it in 11 quarters. The position peaked at $10K in Q1 2017. 379 funds tracked by Wall St. Rank hold VMI as of Q4 2023.

  • Glassman Wealth Services reported no remaining Valmont Industries position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 7 Valmont Industries shares in Q4 2023, an estimated $1.68K.
  • Glassman Wealth Services first reported a position in Valmont Industries in Q4 2014 and held it in 11 quarters.
  • Glassman Wealth Services's Valmont Industries position peaked at $10K in Q1 2017.
  • 379 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.