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Wingate Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-325
Closed -$83.6K – 437
2024
Q4 		$83.6K Buy
+325
New +$87.4K 0.08% 156

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Wingate Wealth Advisors's VMC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Vulcan Materials (VMC) in Q1 2025, closing a stake of 325 shares — an estimated $83.6K sold.

Wingate Wealth Advisors first reported a position in VMC in Q4 2024 and held it in 1 quarter. The position peaked at $83.6K in Q4 2024. 916 funds tracked by Wall St. Rank hold VMC as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Vulcan Materials position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 325 Vulcan Materials shares in Q1 2025, an estimated $83.6K.
  • Wingate Wealth Advisors first reported a position in Vulcan Materials in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Vulcan Materials position peaked at $83.6K in Q4 2024.
  • 916 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.