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Venturi Wealth Management’s Avis CAR Stock Holding History

Venturi Wealth Management’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-166
Closed -$13.4K – 760
2024
Q4 		$13.4K Buy
166
+120
+261% +$10.9K ﹤0.01% 1358
2024
Q3 		$4.03K Buy
46
+35
+318% +$3.16K ﹤0.01% 1542
2024
Q2 		$1.15K Buy
+11
New +$1.23K ﹤0.01% 1455
2024
Q1 		– Sell
-38
Closed -$6.74K – 1373
2023
Q4 		$6.74K Sell
38
-4
-10% -$729 ﹤0.01% 965
2023
Q3 		$7.55K Buy
+42
New +$9.1K ﹤0.01% 862

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Venturi Wealth Management sold out of Avis (CAR) in Q1 2025, closing a stake of 166 shares — an estimated $13.4K sold.

Venturi Wealth Management first reported a position in CAR in Q3 2023 and held it in 5 quarters. The position peaked at $13.4K in Q4 2024. 263 funds tracked by Wall St. Rank hold CAR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Avis position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 166 Avis shares in Q1 2025, an estimated $13.4K.
  • Venturi Wealth Management first reported a position in Avis in Q3 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Avis position peaked at $13.4K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held Avis as of Q1 2025.

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