VWM
DYN icon

Venturi Wealth Management’s Dyne Therapeutics DYN Stock Holding History

Venturi Wealth Management’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-270
Closed -$6.36K – 916
2024
Q4 		$6.36K Buy
+270
New +$7.99K ﹤0.01% 1576

Other funds holding DYN

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 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
FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Venturi Wealth Management sold out of Dyne Therapeutics (DYN) in Q1 2025, closing a stake of 270 shares — an estimated $6.36K sold.

Venturi Wealth Management first reported a position in DYN in Q4 2024 and held it in 1 quarter. The position peaked at $6.36K in Q4 2024. 205 funds tracked by Wall St. Rank hold DYN as of Q1 2025.

  • Venturi Wealth Management reported no remaining Dyne Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 270 Dyne Therapeutics shares in Q1 2025, an estimated $6.36K.
  • Venturi Wealth Management first reported a position in Dyne Therapeutics in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Dyne Therapeutics position peaked at $6.36K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q1 2025.

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