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Venturi Wealth Management’s Ameris Bancorp ABCB Stock Holding History

Venturi Wealth Management’s Portfolio ABCB Stock Details ABCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,675
Closed -$105K – 560
2024
Q4 		$105K Buy
+1,675
New +$110K 0.01% 753

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Venturi Wealth Management's ABCB Position: Q1 2025 in Review

Venturi Wealth Management sold out of Ameris Bancorp (ABCB) in Q1 2025, closing a stake of 1,675 shares — an estimated $105K sold.

Venturi Wealth Management first reported a position in ABCB in Q4 2024 and held it in 1 quarter. The position peaked at $105K in Q4 2024. 345 funds tracked by Wall St. Rank hold ABCB as of Q1 2025.

  • Venturi Wealth Management reported no remaining Ameris Bancorp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,675 Ameris Bancorp shares in Q1 2025, an estimated $105K.
  • Venturi Wealth Management first reported a position in Ameris Bancorp in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Ameris Bancorp position peaked at $105K in Q4 2024.
  • 345 funds tracked by Wall St. Rank held Ameris Bancorp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.