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WealthShield Partners’s Valmont Industries VMI Stock Holding History

WealthShield 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
Q3 		– Sell
-8,200
Closed -$1.94M – 724
2021
Q2 		$1.94M Hold
8,200
– – 0.3% 65
2021
Q1 		$1.95M Sell
8,200
-884
-10% -$196K 0.35% 71
2020
Q4 		$1.59M Buy
+9,084
New +$1.41M 0.29% 77

Other funds holding VMI

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

WealthShield Partners's VMI Position: Q3 2021 in Review

WealthShield Partners sold out of Valmont Industries (VMI) in Q3 2021, closing a stake of 8,200 shares — an estimated $1.94M sold.

WealthShield Partners first reported a position in VMI in Q4 2020 and held it in 3 quarters. The position peaked at $1.95M in Q1 2021. 283 funds tracked by Wall St. Rank hold VMI as of Q3 2021.

  • WealthShield Partners reported no remaining Valmont Industries position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 8,200 Valmont Industries shares in Q3 2021, an estimated $1.94M.
  • WealthShield Partners first reported a position in Valmont Industries in Q4 2020 and held it in 3 quarters.
  • WealthShield Partners's Valmont Industries position peaked at $1.95M in Q1 2021.
  • 283 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.