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Resurgent Financial Advisors’s Vulcan Materials VMC Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-391
Closed -$88.8K – 471
2023
Q4 		$88.8K Sell
391
-2
-0.5% -$424 0.05% 256
2023
Q3 		$79.4K Sell
393
-30
-7% -$6.53K 0.05% 259
2023
Q2 		$95.4K Hold
423
– – 0.06% 238
2023
Q1 		$72.6K Sell
423
-25
-6% -$4.44K 0.05% 273
2022
Q4 		$78.4K Buy
+448
New +$76.6K 0.04% 346

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Resurgent Financial Advisors's VMC Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Vulcan Materials (VMC) in Q1 2024, closing a stake of 391 shares — an estimated $88.8K sold.

Resurgent Financial Advisors first reported a position in VMC in Q4 2022 and held it in 5 quarters. The position peaked at $95.4K in Q2 2023. 868 funds tracked by Wall St. Rank hold VMC as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Vulcan Materials position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 391 Vulcan Materials shares in Q1 2024, an estimated $88.8K.
  • Resurgent Financial Advisors first reported a position in Vulcan Materials in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Vulcan Materials position peaked at $95.4K in Q2 2023.
  • 868 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.