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Triad Wealth Partners’s Valmont Industries VMI Stock Holding History

Triad 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
Q3 		– Sell
-16
Closed -$4.39K – 901
2024
Q2 		$4.39K Buy
+16
New +$3.9K ﹤0.01% 600

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Triad Wealth Partners's VMI Position: Q3 2024 in Review

Triad Wealth Partners sold out of Valmont Industries (VMI) in Q3 2024, closing a stake of 16 shares — an estimated $4.39K sold.

Triad Wealth Partners first reported a position in VMI in Q2 2024 and held it in 1 quarter. The position peaked at $4.39K in Q2 2024. 438 funds tracked by Wall St. Rank hold VMI as of Q3 2024.

  • Triad Wealth Partners reported no remaining Valmont Industries position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 16 Valmont Industries shares in Q3 2024, an estimated $4.39K.
  • Triad Wealth Partners first reported a position in Valmont Industries in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Valmont Industries position peaked at $4.39K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.