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WealthPLAN Partners’s Valmont Industries VMI Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-53
Closed -$15.4K – 1147
2023
Q2 		$15.4K Sell
53
-43
-45% -$12.4K ﹤0.01% 725
2023
Q1 		$30.7K Sell
96
-26,221
-100% -$8.36M ﹤0.01% 644
2022
Q4 		$8.52M Buy
+26,317
New +$8.35M 0.6% 53
2022
Q1 		$6.51M Buy
26,160
+77
+0.3% +$17.5K 0.45% 66
2021
Q4 		$5.67M Buy
26,083
+54
+0.2% +$13.2K 0.37% 71
2021
Q3 		$6.71M Buy
26,029
+54
+0.2% +$12.8K 0.45% 66
2021
Q2 		$6.4M Buy
25,975
+56
+0.2% +$13.6K 0.45% 65
2021
Q1 		$6.5M Buy
25,919
+55
+0.2% +$12.2K 0.5% 61
2020
Q4 		$5.39M Buy
25,864
+56
+0.2% +$8.72K 0.46% 63
2020
Q3 		$3.99M Buy
25,808
+85
+0.3% +$10.5K 0.39% 72
2020
Q2 		$3.39M Buy
25,723
+98
+0.4% +$10.9K 0.35% 73
2020
Q1 		$2.63M Sell
25,625
-43
-0.2% -$5.58K 0.34% 72
2019
Q4 		$3.88M Buy
25,668
+47
+0.2% +$6.64K 0.46% 60
2019
Q3 		$3.63M Buy
25,621
+71
+0.3% +$9.53K 0.5% 59
2019
Q2 		$3.37M Sell
25,550
-6
-0% -$748 0.51% 60
2019
Q1 		$3.11M Buy
25,556
+72
+0.3% +$9.29K 0.48% 62
2018
Q4 		$3.48M Sell
25,484
-126
-0.5% -$15.7K 0.56% 52
2018
Q3 		$3.16M Buy
25,610
+140
+0.5% +$19.7K 0.58% 48
2018
Q2 		$3.84M Buy
25,470
+8,857
+53% +$1.29M 0.79% 37
2018
Q1 		$2.43M Buy
16,613
+186
+1% +$29.1K 0.53% 51
2017
Q4 		$2.72M Hold
16,427
– – 0.73% 38
2017
Q3 		$2.6M Hold
16,427
– – 0.73% 36
2017
Q2 		$2.46M Buy
+16,427
New +$2.47M 0.71% 38
2016
Q3 		$6.7M Sell
51,263
-50,987
-50% -$6.72M 2.18% 8
2016
Q2 		$6.92M Buy
+102,250
New +$13.5M 0.89% 24
2015
Q4 		$6.02M Buy
+169,974
New +$18.4M 0.98% 20
2015
Q2 		$6.83M Buy
57,432
+170
+0.3% +$21K 2.99% 6
2015
Q1 		$7.03M Buy
+57,262
New +$7.02M 3.27% 5

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

WealthPLAN Partners's VMI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Valmont Industries (VMI) in Q3 2023, closing a stake of 53 shares — an estimated $15.4K sold.

WealthPLAN Partners first reported a position in VMI in Q1 2015 and held it in 28 quarters. The position peaked at $8.52M in Q4 2022. 381 funds tracked by Wall St. Rank hold VMI as of Q3 2023.

  • WealthPLAN Partners reported no remaining Valmont Industries position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 53 Valmont Industries shares in Q3 2023, an estimated $15.4K.
  • WealthPLAN Partners first reported a position in Valmont Industries in Q1 2015 and held it in 28 quarters.
  • WealthPLAN Partners's Valmont Industries position peaked at $8.52M in Q4 2022.
  • 381 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.