VWM
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Venturi Wealth Management’s Daily Journal DJCO Stock Holding History

Venturi Wealth Management’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10
Closed -$5.68K – 891
2024
Q4 		$5.68K Hold
10
– – ﹤0.01% 1615
2024
Q3 		$4.9K Buy
+10
New +$4.54K ﹤0.01% 1418

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Venturi Wealth Management sold out of Daily Journal (DJCO) in Q1 2025, closing a stake of 10 shares — an estimated $5.68K sold.

Venturi Wealth Management first reported a position in DJCO in Q3 2024 and held it in 2 quarters. The position peaked at $5.68K in Q4 2024. 93 funds tracked by Wall St. Rank hold DJCO as of Q1 2025.

  • Venturi Wealth Management reported no remaining Daily Journal position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 10 Daily Journal shares in Q1 2025, an estimated $5.68K.
  • Venturi Wealth Management first reported a position in Daily Journal in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Daily Journal position peaked at $5.68K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Daily Journal as of Q1 2025.

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