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Venturi Wealth Management’s Banco de Chile BCH Stock Holding History

Venturi Wealth Management’s Portfolio BCH Stock Details BCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-227
Closed -$5.15K – 698
2024
Q4 		$5.15K Buy
227
+145
+177% +$3.41K ﹤0.01% 1649
2024
Q3 		$2.08K Buy
+82
New +$1.99K ﹤0.01% 1660

Other funds holding BCH

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Venturi Wealth Management sold out of Banco de Chile (BCH) in Q1 2025, closing a stake of 227 shares — an estimated $5.15K sold.

Venturi Wealth Management first reported a position in BCH in Q3 2024 and held it in 2 quarters. The position peaked at $5.15K in Q4 2024. 108 funds tracked by Wall St. Rank hold BCH as of Q1 2025.

  • Venturi Wealth Management reported no remaining Banco de Chile position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 227 Banco de Chile shares in Q1 2025, an estimated $5.15K.
  • Venturi Wealth Management first reported a position in Banco de Chile in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Banco de Chile position peaked at $5.15K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Banco de Chile as of Q1 2025.

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