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High Net Worth Advisory Group’s Valmont Industries VMI Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-400
Closed -$132K – 561
2022
Q4 		$132K Buy
400
+50
+14% +$15.9K 0.05% 219
2022
Q3 		$94K Buy
350
+250
+250% +$66.1K 0.04% 247
2022
Q2 		$22K Hold
100
– – 0.01% 438
2022
Q1 		$24K Hold
100
– – 0.01% 432
2021
Q4 		$25K Buy
+100
New +$24.5K 0.01% 434

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

High Net Worth Advisory Group's VMI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Valmont Industries (VMI) in Q1 2023, closing a stake of 400 shares — an estimated $132K sold.

High Net Worth Advisory Group first reported a position in VMI in Q4 2021 and held it in 5 quarters. The position peaked at $132K in Q4 2022. 363 funds tracked by Wall St. Rank hold VMI as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Valmont Industries position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 400 Valmont Industries shares in Q1 2023, an estimated $132K.
  • High Net Worth Advisory Group first reported a position in Valmont Industries in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Valmont Industries position peaked at $132K in Q4 2022.
  • 363 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.