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Venturi Wealth Management’s Commercial Metals CMC Stock Holding History

Venturi Wealth Management’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$5.5K – 1948
2024
Q3 		$5.5K Hold
100
– – ﹤0.01% 1369
2024
Q2 		$5.5K Hold
100
– – ﹤0.01% 1214
2024
Q1 		$5.88K Hold
100
– – ﹤0.01% 1052
2023
Q4 		$5K Hold
100
– – ﹤0.01% 1030
2023
Q3 		$4.94K Hold
100
– – ﹤0.01% 987
2023
Q2 		$5.27K Hold
100
– – ﹤0.01% 748
2023
Q1 		$4.89K Buy
+100
New +$5.18K ﹤0.01% 827

Other funds holding CMC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return