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Redwood Wealth Management Group’s Valmont Industries VMI Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-250
Closed -$68.6K – 1063
2024
Q2 		$68.6K Buy
+250
New +$61K 0.05% 251

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Redwood Wealth Management Group's VMI Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Valmont Industries (VMI) in Q3 2024, closing a stake of 250 shares — an estimated $68.6K sold.

Redwood Wealth Management Group first reported a position in VMI in Q2 2024 and held it in 1 quarter. The position peaked at $68.6K in Q2 2024. 438 funds tracked by Wall St. Rank hold VMI as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Valmont Industries position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 250 Valmont Industries shares in Q3 2024, an estimated $68.6K.
  • Redwood Wealth Management Group first reported a position in Valmont Industries in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Valmont Industries position peaked at $68.6K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.