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Realta Investment Advisors’s Vulcan Materials VMC Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-198
Closed -$28K – 1350
2019
Q4 		$28K Hold
198
– – 0.01% 827
2019
Q3 		$30K Hold
198
– – 0.01% 807
2019
Q2 		$27K Buy
198
+186
+1,550% +$23.7K 0.01% 837
2019
Q1 		$1K Buy
+12
New +$1.3K ﹤0.01% 1302

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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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Realta Investment Advisors's VMC Position: Q1 2020 in Review

Realta Investment Advisors sold out of Vulcan Materials (VMC) in Q1 2020, closing a stake of 198 shares — an estimated $28K sold.

Realta Investment Advisors first reported a position in VMC in Q1 2019 and held it in 4 quarters. The position peaked at $30K in Q3 2019. 601 funds tracked by Wall St. Rank hold VMC as of Q1 2020.

  • Realta Investment Advisors reported no remaining Vulcan Materials position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 198 Vulcan Materials shares in Q1 2020, an estimated $28K.
  • Realta Investment Advisors first reported a position in Vulcan Materials in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Vulcan Materials position peaked at $30K in Q3 2019.
  • 601 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.