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Smith Salley Wealth Management’s Vulcan Materials VMC Stock Holding History

Smith Salley 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
2024
Q1 		– Sell
-14,030
Closed -$3.18M – 253
2023
Q4 		$3.18M Buy
+14,030
New +$2.97M 0.21% 82

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 $3.37T AUM 44.26% 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

Smith Salley Wealth Management's VMC Position: Q1 2024 in Review

Smith Salley Wealth Management sold out of Vulcan Materials (VMC) in Q1 2024, closing a stake of 14,030 shares — an estimated $3.18M sold.

Smith Salley Wealth Management first reported a position in VMC in Q4 2023 and held it in 1 quarter. The position peaked at $3.18M in Q4 2023. 868 funds tracked by Wall St. Rank hold VMC as of Q1 2024.

  • Smith Salley Wealth Management reported no remaining Vulcan Materials position as of Q1 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 14,030 Vulcan Materials shares in Q1 2024, an estimated $3.18M.
  • Smith Salley Wealth Management first reported a position in Vulcan Materials in Q4 2023 and held it in 1 quarter.
  • Smith Salley Wealth Management's Vulcan Materials position peaked at $3.18M in Q4 2023.
  • 868 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2024.

Based on Smith Salley Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.