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Private Advisory Group’s Valmont Industries VMI Stock Holding History

Private 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
-2,139
Closed -$707K – 236
2022
Q4 		$707K Buy
+2,139
New +$678K 0.15% 111

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

Private Advisory Group's VMI Position: Q1 2023 in Review

Private Advisory Group sold out of Valmont Industries (VMI) in Q1 2023, closing a stake of 2,139 shares — an estimated $707K sold.

Private Advisory Group first reported a position in VMI in Q4 2022 and held it in 1 quarter. The position peaked at $707K in Q4 2022. 363 funds tracked by Wall St. Rank hold VMI as of Q1 2023.

  • Private Advisory Group reported no remaining Valmont Industries position as of Q1 2023 after selling out during the quarter.
  • Private Advisory Group sold 2,139 Valmont Industries shares in Q1 2023, an estimated $707K.
  • Private Advisory Group first reported a position in Valmont Industries in Q4 2022 and held it in 1 quarter.
  • Private Advisory Group's Valmont Industries position peaked at $707K in Q4 2022.
  • 363 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2023.

Based on Private Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.