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Latest stock portfolios of the world's best investors and hedge funds
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Stocks ranked by hedge fund and large institutional investor activity
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Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
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Stocks ranked by analyst price target upside potential
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Latest analyst price targets & ratings by research analysts
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Stock index based on fund manager activity updated each quarter
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VWM
Venturi Wealth Management’s
Nuveen S&P 500 Buy-Write Income Fund
BXMX
Stock Holding History
Venturi Wealth Management’s Portfolio
BXMX Stock Details
BXMX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-236
Closed
-$3.3K
–
748
2024
Q4
$3.3K
Buy
+236
New
+$3.3K
﹤0.01%
1786
2024
Q3
–
Sell
-214
Closed
-$2.89K
–
1799
2024
Q2
$2.89K
Hold
214
–
–
﹤0.01%
1316
2024
Q1
$2.83K
Buy
+214
New
+$2.83K
﹤0.01%
1200
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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