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Primoris Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Primoris Wealth Advisors’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
2022
Q2 		– Sell
-9,229
Closed -$1.7M – 88
2022
Q1 		$1.7M Sell
9,229
-9,409
-50% -$1.76M 1.58% 21
2021
Q4 		$3.87M Buy
+18,638
New +$3.61M 3.12% 9

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primoris Wealth Advisors's VMC Position: Q2 2022 in Review

Primoris Wealth Advisors sold out of Vulcan Materials (VMC) in Q2 2022, closing a stake of 9,229 shares — an estimated $1.7M sold.

Primoris Wealth Advisors first reported a position in VMC in Q4 2021 and held it in 2 quarters. The position peaked at $3.87M in Q4 2021. 700 funds tracked by Wall St. Rank hold VMC as of Q2 2022.

  • Primoris Wealth Advisors reported no remaining Vulcan Materials position as of Q2 2022 after selling out during the quarter.
  • Primoris Wealth Advisors sold 9,229 Vulcan Materials shares in Q2 2022, an estimated $1.7M.
  • Primoris Wealth Advisors first reported a position in Vulcan Materials in Q4 2021 and held it in 2 quarters.
  • Primoris Wealth Advisors's Vulcan Materials position peaked at $3.87M in Q4 2021.
  • 700 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2022.

Based on Primoris Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.