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Venturi Wealth Management’s Ceco Environmental CECO Stock Holding History

Venturi Wealth Management’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-157
Closed -$4.75K – 777
2024
Q4 		$4.75K Hold
157
– – ﹤0.01% 1686
2024
Q3 		$4.43K Buy
+157
New +$4.42K ﹤0.01% 1487

Other funds holding CECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Venturi Wealth Management sold out of Ceco Environmental (CECO) in Q1 2025, closing a stake of 157 shares — an estimated $4.75K sold.

Venturi Wealth Management first reported a position in CECO in Q3 2024 and held it in 2 quarters. The position peaked at $4.75K in Q4 2024. 171 funds tracked by Wall St. Rank hold CECO as of Q1 2025.

  • Venturi Wealth Management reported no remaining Ceco Environmental position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 157 Ceco Environmental shares in Q1 2025, an estimated $4.75K.
  • Venturi Wealth Management first reported a position in Ceco Environmental in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Ceco Environmental position peaked at $4.75K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Ceco Environmental as of Q1 2025.

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