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TFO Wealth Partners’s Valmont Industries VMI Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$228 – 723
2024
Q1 		$228 Hold
1
– – ﹤0.01% 461
2023
Q4 		$234 Hold
1
– – ﹤0.01% 594
2023
Q3 		$291 Hold
1
– – ﹤0.01% 671
2023
Q2 		$291 Hold
1
– – ﹤0.01% 415
2023
Q1 		$319 Sell
1
-5
-83% -$1.59K ﹤0.01% 361
2022
Q4 		$761 Buy
+6
New +$1.9K ﹤0.01% 413

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TFO Wealth Partners sold out of Valmont Industries (VMI) in Q2 2024, closing a stake of 1 share — an estimated $228 sold.

TFO Wealth Partners first reported a position in VMI in Q4 2022 and held it in 6 quarters. The position peaked at $761 in Q4 2022. 408 funds tracked by Wall St. Rank hold VMI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Valmont Industries position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Valmont Industries share in Q2 2024, an estimated $228.
  • TFO Wealth Partners first reported a position in Valmont Industries in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Valmont Industries position peaked at $761 in Q4 2022.
  • 408 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2024.

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