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Wetzel Investment Advisors’s Vulcan Materials VMC Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-30
Closed -$8.19K – 864
2024
Q2 		$8.19K Hold
30
– – ﹤0.01% 492
2024
Q1 		$7.65K Hold
30
– – ﹤0.01% 590
2023
Q4 		$7K Buy
+30
New +$6.36K ﹤0.01% 620

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wetzel Investment Advisors's VMC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Vulcan Materials (VMC) in Q3 2024, closing a stake of 30 shares — an estimated $8.19K sold.

Wetzel Investment Advisors first reported a position in VMC in Q4 2023 and held it in 3 quarters. The position peaked at $8.19K in Q2 2024. 883 funds tracked by Wall St. Rank hold VMC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Vulcan Materials position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 30 Vulcan Materials shares in Q3 2024, an estimated $8.19K.
  • Wetzel Investment Advisors first reported a position in Vulcan Materials in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Vulcan Materials position peaked at $8.19K in Q2 2024.
  • 883 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.