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Venturi Wealth Management’s Artisan Partners APAM Stock Holding History

Venturi Wealth Management’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-225
Closed -$9.69K – 635
2024
Q4 		$9.69K Buy
+225
New +$10.3K ﹤0.01% 1438

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State Street
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VNIM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Venturi Wealth Management sold out of Artisan Partners (APAM) in Q1 2025, closing a stake of 225 shares — an estimated $9.69K sold.

Venturi Wealth Management first reported a position in APAM in Q4 2024 and held it in 1 quarter. The position peaked at $9.69K in Q4 2024. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Artisan Partners position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 225 Artisan Partners shares in Q1 2025, an estimated $9.69K.
  • Venturi Wealth Management first reported a position in Artisan Partners in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Artisan Partners position peaked at $9.69K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

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