Janiczek Wealth Management’s Valmont Industries VMI Stock Holding History

Janiczek 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
2024 Q2	$1.37K	Hold	5	–	–	﹤0.01%	888
2024 Q1	$1.14K	Hold	5	–	–	﹤0.01%	926
2023 Q4	$1.17K	Hold	5	–	–	﹤0.01%	914
2023 Q3	$1.2K	Hold	5	–	–	﹤0.01%	894
2023 Q2	$1.46K	Hold	5	–	–	﹤0.01%	799
2023 Q1	$1.52K	Hold	5	–	–	﹤0.01%	795
2022 Q4	$1.69K	Hold	5	–	–	﹤0.01%	800
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	886
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	919
2022 Q1	$1K	Sell	5 -1	-17%	-$227	﹤0.01%	911
2021 Q4	$2K	Buy	6 +1	+20%	+$245	﹤0.01%	858
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	939
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	876
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	839
2020 Q4	$1K	Buy	+5	New	+$779	﹤0.01%	775

Other funds holding VMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janiczek Wealth Management's VMI Position: Q2 2024 in Review

Janiczek Wealth Management held its Valmont Industries (VMI) position steady in Q2 2024 at 5 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Janiczek Wealth Management first reported a position in VMI in Q4 2020 and has held it in 15 quarters since. The position peaked at $2K in Q4 2021. 408 funds tracked by Wall St. Rank hold VMI as of Q2 2024.

Janiczek Wealth Management held 5 shares of Valmont Industries worth $1.37K as of Q2 2024.
Janiczek Wealth Management left its Valmont Industries share count unchanged in Q2 2024.
Valmont Industries made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #888 holding.
Janiczek Wealth Management first reported a position in Valmont Industries in Q4 2020 and has held it in 15 quarters since.
Janiczek Wealth Management's Valmont Industries position peaked at $2K in Q4 2021.
408 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.