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Venturi Wealth Management’s CVRx CVRX Stock Holding History

Venturi Wealth Management’s Portfolio CVRX Stock Details CVRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-505
Closed -$4.45K – 1955
2024
Q3 		$4.45K Buy
+505
New +$4.59K ﹤0.01% 1483

Other funds holding CVRX

JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

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

Venturi Wealth Management sold out of CVRx (CVRX) in Q4 2024, closing a stake of 505 shares — an estimated $4.45K sold.

Venturi Wealth Management first reported a position in CVRX in Q3 2024 and held it in 1 quarter. The position peaked at $4.45K in Q3 2024. 93 funds tracked by Wall St. Rank hold CVRX as of Q4 2024.

  • Venturi Wealth Management reported no remaining CVRx position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 505 CVRx shares in Q4 2024, an estimated $4.45K.
  • Venturi Wealth Management first reported a position in CVRx in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's CVRx position peaked at $4.45K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held CVRx as of Q4 2024.

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