TCI Wealth Advisors’s Vulcan Materials VMC Stock Holding History

TCI 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
2023 Q2	–	Sell	-26	Closed	-$4.46K	–	2172
2023 Q1	$4.46K	Hold	26	–	–	﹤0.01%	1605
2022 Q4	$4.55K	Hold	26	–	–	﹤0.01%	1590
2022 Q3	$4K	Buy	26 +3	+13%	+$487	﹤0.01%	1693
2022 Q2	$3K	Sell	23 -99	-81%	-$16.3K	﹤0.01%	1914
2022 Q1	$23K	Buy	122 +20	+20%	+$3.73K	﹤0.01%	641
2021 Q4	$21K	Buy	102 +5	+5%	+$968	﹤0.01%	697
2021 Q3	$16K	Buy	97 +53	+120%	+$9.49K	﹤0.01%	799
2021 Q2	$8K	Sell	44 -2	-4%	-$358	﹤0.01%	1151
2021 Q1	$8K	Buy	46 +26	+130%	+$4.22K	﹤0.01%	1012
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	1146
2020 Q3	$3K	Hold	20	–	–	﹤0.01%	1024
2020 Q2	$2K	Buy	20 +12	+150%	+$1.31K	﹤0.01%	1144
2020 Q1	$1K	Sell	8 -2	-20%	-$255	﹤0.01%	1366
2019 Q4	$1K	Buy	10 +5	+100%	+$716	﹤0.01%	1454
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	1403
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	1321
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	1321
2018 Q4	$0	Buy	5 +2	+67%	+$203	﹤0.01%	1665
2018 Q3	$0	Buy	+3	New	+$348	﹤0.01%	1590
2017 Q1	–	Sell	-9	Closed	-$1K	–	1386
2016 Q4	$1K	Hold	9	–	–	﹤0.01%	1247
2016 Q3	$1K	Sell	9 -34	-79%	-$4.01K	﹤0.01%	1236
2016 Q2	$5K	Buy	+43	New	+$4.87K	﹤0.01%	731
2016 Q1	–	Sell	-14	Closed	-$1K	–	1418
2015 Q4	$1K	Hold	14	–	–	﹤0.01%	975
2015 Q3	$1K	Buy	+14	New	+$1.3K	﹤0.01%	925

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Wealth Advisors's VMC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vulcan Materials (VMC) in Q2 2023, closing a stake of 26 shares — an estimated $4.46K sold.

TCI Wealth Advisors first reported a position in VMC in Q3 2015 and held it in 24 quarters. The position peaked at $23K in Q1 2022. 754 funds tracked by Wall St. Rank hold VMC as of Q2 2023.

TCI Wealth Advisors reported no remaining Vulcan Materials position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 26 Vulcan Materials shares in Q2 2023, an estimated $4.46K.
TCI Wealth Advisors first reported a position in Vulcan Materials in Q3 2015 and held it in 24 quarters.
TCI Wealth Advisors's Vulcan Materials position peaked at $23K in Q1 2022.
754 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.