VWM
DMCY

Venturi Wealth Management’s Democracy International Fund DMCY Stock Holding History

Venturi Wealth Management’s Portfolio DMCY Stock Details DMCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-117
Closed -$2.9K – 895
2024
Q4 		$2.9K Hold
117
– – ﹤0.01% 1801
2024
Q3 		$3.19K Buy
117
+50
+75% +$1.31K ﹤0.01% 1587
2024
Q2 		$1.71K Buy
+67
New +$1.72K ﹤0.01% 1387

Other funds holding DMCY

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SPW
Sonoma Private Wealth Sonoma, California $93.1M AUM 27.86% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

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

Venturi Wealth Management sold out of Democracy International Fund (DMCY) in Q1 2025, closing a stake of 117 shares — an estimated $2.9K sold.

Venturi Wealth Management first reported a position in DMCY in Q2 2024 and held it in 3 quarters. The position peaked at $3.19K in Q3 2024. 11 funds tracked by Wall St. Rank hold DMCY as of Q1 2025.

  • Venturi Wealth Management reported no remaining Democracy International Fund position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 117 Democracy International Fund shares in Q1 2025, an estimated $2.9K.
  • Venturi Wealth Management first reported a position in Democracy International Fund in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Democracy International Fund position peaked at $3.19K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Democracy International Fund as of Q1 2025.

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