VWM
ACVA icon

Venturi Wealth Management’s ACV Auctions ACVA Stock Holding History

Venturi Wealth Management’s Portfolio ACVA Stock Details ACVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-571
Closed -$12.3K – 567
2024
Q4 		$12.3K Hold
571
– – ﹤0.01% 1379
2024
Q3 		$11.6K Buy
571
+281
+97% +$5.18K ﹤0.01% 1153
2024
Q2 		$5.29K Hold
290
– – ﹤0.01% 1220
2024
Q1 		$5.44K Hold
290
– – ﹤0.01% 1067
2023
Q4 		$4.39K Hold
290
– – ﹤0.01% 1056
2023
Q3 		$4.4K Buy
+290
New +$4.71K ﹤0.01% 1014

Other funds holding ACVA

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Venturi Wealth Management sold out of ACV Auctions (ACVA) in Q1 2025, closing a stake of 571 shares — an estimated $12.3K sold.

Venturi Wealth Management first reported a position in ACVA in Q3 2023 and held it in 6 quarters. The position peaked at $12.3K in Q4 2024. 256 funds tracked by Wall St. Rank hold ACVA as of Q1 2025.

  • Venturi Wealth Management reported no remaining ACV Auctions position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 571 ACV Auctions shares in Q1 2025, an estimated $12.3K.
  • Venturi Wealth Management first reported a position in ACV Auctions in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's ACV Auctions position peaked at $12.3K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held ACV Auctions as of Q1 2025.

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