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Vantage Financial Partners (Wisconsin)’s Valmont Industries VMI Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2022
Q2 		– Sell
-1,297
Closed -$309K – 66
2022
Q1 		$309K Buy
1,297
+3
+0.2% +$682 0.16% 41
2021
Q4 		$324K Buy
+1,294
New +$317K 0.13% 40

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Vantage Financial Partners (Wisconsin)'s VMI Position: Q2 2022 in Review

Vantage Financial Partners (Wisconsin) sold out of Valmont Industries (VMI) in Q2 2022, closing a stake of 1,297 shares — an estimated $309K sold.

Vantage Financial Partners (Wisconsin) first reported a position in VMI in Q4 2021 and held it in 2 quarters. The position peaked at $324K in Q4 2021. 297 funds tracked by Wall St. Rank hold VMI as of Q2 2022.

  • Vantage Financial Partners (Wisconsin) reported no remaining Valmont Industries position as of Q2 2022 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 1,297 Valmont Industries shares in Q2 2022, an estimated $309K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Valmont Industries in Q4 2021 and held it in 2 quarters.
  • Vantage Financial Partners (Wisconsin)'s Valmont Industries position peaked at $324K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2022.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q2 2022, filed 10 Aug 2022.