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Harvest Group Wealth Management’s Valmont Industries VMI Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-2
Closed – – 692
2020
Q4 		$0 Hold
2
– – ﹤0.01% 859
2020
Q3 		$0 Hold
2
– – ﹤0.01% 836
2020
Q2 		$0 Hold
2
– – ﹤0.01% 858
2020
Q1 		$0 Buy
+2
New +$259 ﹤0.01% 1021

Other funds holding VMI

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's VMI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Valmont Industries (VMI) in Q1 2021, closing a stake of 2 shares.

Harvest Group Wealth Management first reported a position in VMI in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 301 funds tracked by Wall St. Rank hold VMI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Valmont Industries position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 2 Valmont Industries shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Valmont Industries in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Valmont Industries position peaked at $0 in Q4 2020.
  • 301 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.