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PRW Wealth Management’s Vulcan Materials VMC Stock Holding History

PRW Wealth Management’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
Q3 		– Sell
-11,427
Closed -$1.99M – 283
2021
Q2 		$1.99M Buy
+11,427
New +$2.04M 0.58% 48
2019
Q2 		– Sell
-27
Closed -$4K – 653
2019
Q1 		$4K Hold
27
– – ﹤0.01% 435
2018
Q4 		$2K Buy
+27
New +$2.74K ﹤0.01% 534

Other funds holding VMC

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRW Wealth Management's VMC Position: Q3 2021 in Review

PRW Wealth Management sold out of Vulcan Materials (VMC) in Q3 2021, closing a stake of 11,427 shares — an estimated $1.99M sold.

PRW Wealth Management first reported a position in VMC in Q4 2018 and held it in 3 quarters. The position peaked at $1.99M in Q2 2021. 710 funds tracked by Wall St. Rank hold VMC as of Q3 2021.

  • PRW Wealth Management reported no remaining Vulcan Materials position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 11,427 Vulcan Materials shares in Q3 2021, an estimated $1.99M.
  • PRW Wealth Management first reported a position in Vulcan Materials in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Vulcan Materials position peaked at $1.99M in Q2 2021.
  • 710 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.