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VWM
Venturi Wealth Management’s
State Street SPDR EURO STOXX 50 ETF
FEZ
Stock Holding History
Venturi Wealth Management’s Portfolio
FEZ Stock Details
FEZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-50,211
Closed
-$2.35M
–
316
2021
Q2
$2.35M
Buy
50,211
+1,619
+3%
+$76.8K
0.21%
73
2021
Q1
$2.16M
Buy
+48,592
New
+$2.09M
0.21%
76
2016
Q1
–
Sell
-7,006
Closed
-$241K
–
139
2015
Q4
$241K
Buy
+7,006
New
+$250K
0.11%
112
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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