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Venturi Wealth Management’s Ericsson ERIC Stock Holding History

Venturi Wealth Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-389
Closed -$3.14K – 951
2024
Q4 		$3.14K Buy
+389
New +$3.16K ﹤0.01% 1791

Other funds holding ERIC

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Acadian Asset Management
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

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

Venturi Wealth Management sold out of Ericsson (ERIC) in Q1 2025, closing a stake of 389 shares — an estimated $3.14K sold.

Venturi Wealth Management first reported a position in ERIC in Q4 2024 and held it in 1 quarter. The position peaked at $3.14K in Q4 2024. 323 funds tracked by Wall St. Rank hold ERIC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Ericsson position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 389 Ericsson shares in Q1 2025, an estimated $3.14K.
  • Venturi Wealth Management first reported a position in Ericsson in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Ericsson position peaked at $3.14K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held Ericsson as of Q1 2025.

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