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Polaris Wealth Advisory Group’s Vulcan Materials VMC Stock Holding History

Polaris Wealth Advisory Group’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-41,333
Closed -$7.13M – 211
2021
Q1 		$7.13M Buy
+41,333
New +$6.7M 0.46% 71

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polaris Wealth Advisory Group's VMC Position: Q2 2021 in Review

Polaris Wealth Advisory Group sold out of Vulcan Materials (VMC) in Q2 2021, closing a stake of 41,333 shares — an estimated $7.13M sold.

Polaris Wealth Advisory Group first reported a position in VMC in Q1 2021 and held it in 1 quarter. The position peaked at $7.13M in Q1 2021. 704 funds tracked by Wall St. Rank hold VMC as of Q2 2021.

  • Polaris Wealth Advisory Group reported no remaining Vulcan Materials position as of Q2 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 41,333 Vulcan Materials shares in Q2 2021, an estimated $7.13M.
  • Polaris Wealth Advisory Group first reported a position in Vulcan Materials in Q1 2021 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Vulcan Materials position peaked at $7.13M in Q1 2021.
  • 704 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2021, filed 23 Jul 2021.