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TCI Wealth Advisors’s Valmont Industries VMI Stock Holding History

TCI 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
Q2 		– Sell
-9
Closed -$2.87K – 2174
2023
Q1 		$2.87K Hold
9
– – ﹤0.01% 1871
2022
Q4 		$2.98K Sell
9
-112
-93% -$35.5K ﹤0.01% 1861
2022
Q3 		$33K Buy
121
+114
+1,629% +$30.1K 0.01% 490
2022
Q2 		$2K Hold
7
– – ﹤0.01% 2059
2022
Q1 		$2K Hold
7
– – ﹤0.01% 2039
2021
Q4 		$2K Hold
7
– – ﹤0.01% 2129
2021
Q3 		$2K Hold
7
– – ﹤0.01% 2188
2021
Q2 		$2K Sell
7
-13
-65% -$3.15K ﹤0.01% 2113
2021
Q1 		$5K Buy
20
+13
+186% +$2.88K ﹤0.01% 1313
2020
Q4 		$1K Hold
7
– – ﹤0.01% 1469
2020
Q3 		$1K Buy
+7
New +$861 ﹤0.01% 1449

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Valmont Industries (VMI) in Q2 2023, closing a stake of 9 shares — an estimated $2.87K sold.

TCI Wealth Advisors first reported a position in VMI in Q3 2020 and held it in 11 quarters. The position peaked at $33K in Q3 2022. 378 funds tracked by Wall St. Rank hold VMI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Valmont Industries position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 9 Valmont Industries shares in Q2 2023, an estimated $2.87K.
  • TCI Wealth Advisors first reported a position in Valmont Industries in Q3 2020 and held it in 11 quarters.
  • TCI Wealth Advisors's Valmont Industries position peaked at $33K in Q3 2022.
  • 378 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2023.

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