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Visionary Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Visionary Wealth Advisors’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-511
Closed -$225K – 447
2021
Q4 		$225K Sell
511
-115
-18% -$46.6K 0.02% 346
2021
Q3 		$214K Buy
+626
New +$228K 0.02% 284

Other funds holding MLM

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Visionary Wealth Advisors's MLM Position: Q1 2022 in Review

Visionary Wealth Advisors sold out of Martin Marietta Materials (MLM) in Q1 2022, closing a stake of 511 shares — an estimated $225K sold.

Visionary Wealth Advisors first reported a position in MLM in Q3 2021 and held it in 2 quarters. The position peaked at $225K in Q4 2021. 763 funds tracked by Wall St. Rank hold MLM as of Q1 2022.

  • Visionary Wealth Advisors reported no remaining Martin Marietta Materials position as of Q1 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 511 Martin Marietta Materials shares in Q1 2022, an estimated $225K.
  • Visionary Wealth Advisors first reported a position in Martin Marietta Materials in Q3 2021 and held it in 2 quarters.
  • Visionary Wealth Advisors's Martin Marietta Materials position peaked at $225K in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2022.

Based on Visionary Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.