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Venturi Wealth Management’s Designer Brands DBI Stock Holding History

Venturi Wealth Management’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-245
Closed -$1.31K – 871
2024
Q4 		$1.31K Sell
245
-704
-74% -$3.94K ﹤0.01% 1890
2024
Q3 		$7K Buy
949
+704
+287% +$4.93K ﹤0.01% 1289
2024
Q2 		$1.67K Hold
245
– – ﹤0.01% 1390
2024
Q1 		$2.68K Hold
245
– – ﹤0.01% 1213
2023
Q4 		$2.17K Hold
245
– – ﹤0.01% 1200
2023
Q3 		$3.1K Hold
245
– – ﹤0.01% 1081
2023
Q2 		$2.48K Hold
245
– – ﹤0.01% 882
2023
Q1 		$2.14K Buy
+245
New +$2.35K ﹤0.01% 999

Other funds holding DBI

SHCM
Stone House Capital Management Bay Harbor Islands, Florida $90M AUM 159.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Venturi Wealth Management sold out of Designer Brands (DBI) in Q1 2025, closing a stake of 245 shares — an estimated $1.31K sold.

Venturi Wealth Management first reported a position in DBI in Q1 2023 and held it in 8 quarters. The position peaked at $7K in Q3 2024. 139 funds tracked by Wall St. Rank hold DBI as of Q1 2025.

  • Venturi Wealth Management reported no remaining Designer Brands position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 245 Designer Brands shares in Q1 2025, an estimated $1.31K.
  • Venturi Wealth Management first reported a position in Designer Brands in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Designer Brands position peaked at $7K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held Designer Brands as of Q1 2025.

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