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TFO Wealth Partners’s Vulcan Materials VMC Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$546 – 722
2024
Q1 		$546 Hold
2
– – ﹤0.01% 244
2023
Q4 		$454 Sell
2
-160
-99% -$33.9K ﹤0.01% 357
2023
Q3 		$36.5K Hold
162
– – 0.01% 104
2023
Q2 		$36.5K Buy
162
+160
+8,000% +$30.7K 0.01% 94
2023
Q1 		$343 Sell
2
-3
-60% -$533 ﹤0.01% 338
2022
Q4 		$307 Buy
+5
New +$855 ﹤0.01% 560

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

TFO Wealth Partners's VMC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Vulcan Materials (VMC) in Q2 2024, closing a stake of 2 shares — an estimated $546 sold.

TFO Wealth Partners first reported a position in VMC in Q4 2022 and held it in 6 quarters. The position peaked at $36.5K in Q3 2023. 849 funds tracked by Wall St. Rank hold VMC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Vulcan Materials position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Vulcan Materials shares in Q2 2024, an estimated $546.
  • TFO Wealth Partners first reported a position in Vulcan Materials in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Vulcan Materials position peaked at $36.5K in Q3 2023.
  • 849 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.