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Wealthcare Advisory Partners’s Valmont Industries VMI Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-25
Closed -$6K – 1827
2021
Q1 		$6K Buy
+25
New +$5.54K ﹤0.01% 1611

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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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthcare Advisory Partners's VMI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Valmont Industries (VMI) in Q2 2021, closing a stake of 25 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in VMI in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 304 funds tracked by Wall St. Rank hold VMI as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Valmont Industries position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 25 Valmont Industries shares in Q2 2021, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in Valmont Industries in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Valmont Industries position peaked at $6K in Q1 2021.
  • 304 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.