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Venturi Wealth Management’s Alight ALIT Stock Holding History

Venturi Wealth Management’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-365
Closed -$50.5K – 604
2024
Q4 		$50.5K Buy
+365
New +$53.6K ﹤0.01% 1015

Other funds holding ALIT

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

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

Venturi Wealth Management sold out of Alight (ALIT) in Q1 2025, closing a stake of 365 shares — an estimated $50.5K sold.

Venturi Wealth Management first reported a position in ALIT in Q4 2024 and held it in 1 quarter. The position peaked at $50.5K in Q4 2024. 259 funds tracked by Wall St. Rank hold ALIT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Alight position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 365 Alight shares in Q1 2025, an estimated $50.5K.
  • Venturi Wealth Management first reported a position in Alight in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Alight position peaked at $50.5K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Alight as of Q1 2025.

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