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Wealthspire Advisors (Maryland)’s Valmont Industries VMI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-4,049
Closed -$606K – 511
2019
Q4 		$606K Sell
4,049
-4,000
-50% -$565K 0.04% 242
2019
Q3 		$1.11M Buy
8,049
+38
+0.5% +$5.1K 0.08% 130
2019
Q2 		$1.02M Sell
8,011
-8
-0.1% -$997 0.08% 137
2019
Q1 		$1.04M Buy
8,019
+19
+0.2% +$2.45K 0.08% 133
2018
Q4 		$888K Buy
8,000
+7,983
+46,959% +$995K 0.08% 132
2018
Q3 		$2K Hold
17
– – ﹤0.01% 2206
2018
Q2 		$3K Sell
17
-28
-62% -$4.09K ﹤0.01% 2063
2018
Q1 		$7K Sell
45
-45
-50% -$7.04K ﹤0.01% 1699
2017
Q4 		$15K Sell
90
-6
-6% -$976 ﹤0.01% 1437
2017
Q3 		$15K Buy
96
+5
+5% +$753 ﹤0.01% 1420
2017
Q2 		$14K Buy
91
+40
+78% +$6.01K ﹤0.01% 1407
2017
Q1 		$8K Buy
+51
New +$7.53K ﹤0.01% 1415
2016
Q2 		– Sell
-15
Closed -$2K – 1813
2016
Q1 		$2K Buy
+15
New +$1.67K ﹤0.01% 1565

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VMI Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Valmont Industries (VMI) in Q1 2020, closing a stake of 4,049 shares — an estimated $606K sold.

Wealthspire Advisors (Maryland) first reported a position in VMI in Q1 2016 and held it in 13 quarters. The position peaked at $1.11M in Q3 2019. 238 funds tracked by Wall St. Rank hold VMI as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Valmont Industries position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,049 Valmont Industries shares in Q1 2020, an estimated $606K.
  • Wealthspire Advisors (Maryland) first reported a position in Valmont Industries in Q1 2016 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Valmont Industries position peaked at $1.11M in Q3 2019.
  • 238 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.