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Regent Peak Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-70
Closed -$10K – 968
2020
Q4 		$10K Buy
+70
New +$9.98K ﹤0.01% 564

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regent Peak Wealth Advisors's VMC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vulcan Materials (VMC) in Q1 2021, closing a stake of 70 shares — an estimated $10K sold.

Regent Peak Wealth Advisors first reported a position in VMC in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 694 funds tracked by Wall St. Rank hold VMC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vulcan Materials position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 70 Vulcan Materials shares in Q1 2021, an estimated $10K.
  • Regent Peak Wealth Advisors first reported a position in Vulcan Materials in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vulcan Materials position peaked at $10K in Q4 2020.
  • 694 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.