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Venturi Wealth Management’s DXP Enterprises DXPE Stock Holding History

Venturi Wealth Management’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-84
Closed -$6.94K – 915
2024
Q4 		$6.94K Hold
84
– – ﹤0.01% 1546
2024
Q3 		$4.48K Buy
+84
New +$4.22K ﹤0.01% 1474

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Fidelity Investments
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State Street
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American Century Companies
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First Trust Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Venturi Wealth Management sold out of DXP Enterprises (DXPE) in Q1 2025, closing a stake of 84 shares — an estimated $6.94K sold.

Venturi Wealth Management first reported a position in DXPE in Q3 2024 and held it in 2 quarters. The position peaked at $6.94K in Q4 2024. 202 funds tracked by Wall St. Rank hold DXPE as of Q1 2025.

  • Venturi Wealth Management reported no remaining DXP Enterprises position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 84 DXP Enterprises shares in Q1 2025, an estimated $6.94K.
  • Venturi Wealth Management first reported a position in DXP Enterprises in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's DXP Enterprises position peaked at $6.94K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2025.

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