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Private Wealth Management Group’s Shenandoah Telecom SHEN Stock Holding History

Private Wealth Management Group’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-224
Closed -$2.83K – 1579
2024
Q4 		$2.83K Hold
224
– – ﹤0.01% 964
2024
Q3 		$3.16K Hold
224
– – ﹤0.01% 899
2024
Q2 		$3.66K Buy
224
+196
+700% +$3.16K ﹤0.01% 838
2024
Q1 		$487 Hold
28
– – ﹤0.01% 1451
2023
Q4 		$606 Buy
+28
New +$627 ﹤0.01% 1421

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Private Wealth Management Group's SHEN Position: Q1 2025 in Review

Private Wealth Management Group sold out of Shenandoah Telecom (SHEN) in Q1 2025, closing a stake of 224 shares — an estimated $2.83K sold.

Private Wealth Management Group first reported a position in SHEN in Q4 2023 and held it in 5 quarters. The position peaked at $3.66K in Q2 2024. 163 funds tracked by Wall St. Rank hold SHEN as of Q1 2025.

  • Private Wealth Management Group reported no remaining Shenandoah Telecom position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 224 Shenandoah Telecom shares in Q1 2025, an estimated $2.83K.
  • Private Wealth Management Group first reported a position in Shenandoah Telecom in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Shenandoah Telecom position peaked at $3.66K in Q2 2024.
  • 163 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.