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Venturi Wealth Management’s Credo Technology Group CRDO Stock Holding History

Venturi Wealth Management’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-39
Closed -$1.25K – 1805
2024
Q2 		$1.25K Buy
+39
New +$862 ﹤0.01% 1439

Other funds holding CRDO

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Venturi Wealth Management's CRDO Position: Q3 2024 in Review

Venturi Wealth Management sold out of Credo Technology Group (CRDO) in Q3 2024, closing a stake of 39 shares — an estimated $1.25K sold.

Venturi Wealth Management first reported a position in CRDO in Q2 2024 and held it in 1 quarter. The position peaked at $1.25K in Q2 2024. 262 funds tracked by Wall St. Rank hold CRDO as of Q3 2024.

  • Venturi Wealth Management reported no remaining Credo Technology Group position as of Q3 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 39 Credo Technology Group shares in Q3 2024, an estimated $1.25K.
  • Venturi Wealth Management first reported a position in Credo Technology Group in Q2 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Credo Technology Group position peaked at $1.25K in Q2 2024.
  • 262 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2024.

Based on Venturi Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.