SWA
VMI icon

Sutton Wealth Advisors’s Valmont Industries VMI Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-1
Closed -$331 – 1547
2022
Q4 		$331 Hold
1
– – ﹤0.01% 1556
2022
Q3 		$269 Hold
1
– – ﹤0.01% 1536
2022
Q2 		$225 Buy
+1
New +$245 ﹤0.01% 1567
2022
Q1 		– Sell
-2
Closed -$501 – 1725
2021
Q4 		$501 Buy
+2
New +$490 ﹤0.01% 1525

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Sutton Wealth Advisors's VMI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Valmont Industries (VMI) in Q1 2023, closing a stake of 1 share — an estimated $331 sold.

Sutton Wealth Advisors first reported a position in VMI in Q4 2021 and held it in 4 quarters. The position peaked at $501 in Q4 2021. 363 funds tracked by Wall St. Rank hold VMI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Valmont Industries position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1 Valmont Industries share in Q1 2023, an estimated $331.
  • Sutton Wealth Advisors first reported a position in Valmont Industries in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's Valmont Industries position peaked at $501 in Q4 2021.
  • 363 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.