WLPWM
VMC icon

Walled Lake Planning & Wealth Management’s Vulcan Materials VMC Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q3 		– Sell
-25
Closed -$4K – 347
2021
Q2 		$4K Hold
25
– – ﹤0.01% 281
2021
Q1 		$4K Hold
25
– – ﹤0.01% 273
2020
Q4 		$4K Hold
25
– – ﹤0.01% 262
2020
Q3 		$3K Hold
25
– – ﹤0.01% 284
2020
Q2 		$3K Buy
+25
New +$2.74K ﹤0.01% 272

Other funds holding VMC

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Walled Lake Planning & Wealth Management's VMC Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of Vulcan Materials (VMC) in Q3 2021, closing a stake of 25 shares — an estimated $4K sold.

Walled Lake Planning & Wealth Management first reported a position in VMC in Q2 2020 and held it in 5 quarters. The position peaked at $4K in Q2 2021. 710 funds tracked by Wall St. Rank hold VMC as of Q3 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Vulcan Materials position as of Q3 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 25 Vulcan Materials shares in Q3 2021, an estimated $4K.
  • Walled Lake Planning & Wealth Management first reported a position in Vulcan Materials in Q2 2020 and held it in 5 quarters.
  • Walled Lake Planning & Wealth Management's Vulcan Materials position peaked at $4K in Q2 2021.
  • 710 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.