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Venturi Wealth Management’s Credit Acceptance CACC Stock Holding History

Venturi Wealth Management’s Portfolio CACC Stock Details CACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$2.22K – 1943
2024
Q3 		$2.22K Buy
5
+2
+67% +$983 ﹤0.01% 1652
2024
Q2 		$1.54K Hold
3
– – ﹤0.01% 1405
2024
Q1 		$1.66K Hold
3
– – ﹤0.01% 1279
2023
Q4 		$1.6K Buy
+3
New +$1.35K ﹤0.01% 1263

Other funds holding CACC

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Venturi Wealth Management's CACC Position: Q4 2024 in Review

Venturi Wealth Management sold out of Credit Acceptance (CACC) in Q4 2024, closing a stake of 5 shares — an estimated $2.22K sold.

Venturi Wealth Management first reported a position in CACC in Q4 2023 and held it in 4 quarters. The position peaked at $2.22K in Q3 2024. 246 funds tracked by Wall St. Rank hold CACC as of Q4 2024.

  • Venturi Wealth Management reported no remaining Credit Acceptance position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 5 Credit Acceptance shares in Q4 2024, an estimated $2.22K.
  • Venturi Wealth Management first reported a position in Credit Acceptance in Q4 2023 and held it in 4 quarters.
  • Venturi Wealth Management's Credit Acceptance position peaked at $2.22K in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Credit Acceptance as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.