VWM
CMT icon

Venturi Wealth Management’s Core Molding Technologies CMT Stock Holding History

Venturi Wealth Management’s Portfolio CMT Stock Details CMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-244
Closed -$4.2K – 1949
2024
Q3 		$4.2K Buy
+244
New +$4.26K ﹤0.01% 1523

Other funds holding CMT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GVIC
Global Value Investment Corporation Milwaukee, Wisconsin $61.5M AUM 18.19% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Venturi Wealth Management sold out of Core Molding Technologies (CMT) in Q4 2024, closing a stake of 244 shares — an estimated $4.2K sold.

Venturi Wealth Management first reported a position in CMT in Q3 2024 and held it in 1 quarter. The position peaked at $4.2K in Q3 2024. 83 funds tracked by Wall St. Rank hold CMT as of Q4 2024.

  • Venturi Wealth Management reported no remaining Core Molding Technologies position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 244 Core Molding Technologies shares in Q4 2024, an estimated $4.2K.
  • Venturi Wealth Management first reported a position in Core Molding Technologies in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Core Molding Technologies position peaked at $4.2K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Core Molding Technologies as of Q4 2024.

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