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Independent Advisor Alliance’s Valmont Industries VMI Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-4,375
Closed -$1.03M – 673
2021
Q2 		$1.03M Buy
4,375
+110
+3% +$26.6K 0.06% 277
2021
Q1 		$1.01M Buy
+4,265
New +$946K 0.06% 258

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Independent Advisor Alliance's VMI Position: Q3 2021 in Review

Independent Advisor Alliance sold out of Valmont Industries (VMI) in Q3 2021, closing a stake of 4,375 shares — an estimated $1.03M sold.

Independent Advisor Alliance first reported a position in VMI in Q1 2021 and held it in 2 quarters. The position peaked at $1.03M in Q2 2021. 283 funds tracked by Wall St. Rank hold VMI as of Q3 2021.

  • Independent Advisor Alliance reported no remaining Valmont Industries position as of Q3 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,375 Valmont Industries shares in Q3 2021, an estimated $1.03M.
  • Independent Advisor Alliance first reported a position in Valmont Industries in Q1 2021 and held it in 2 quarters.
  • Independent Advisor Alliance's Valmont Industries position peaked at $1.03M in Q2 2021.
  • 283 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2021.

Based on Independent Advisor Alliance's 13F filing for Q3 2021, filed 1 Nov 2021.