VWM
FOR icon

Venturi Wealth Management’s Forestar Group FOR Stock Holding History

Venturi Wealth Management’s Portfolio FOR Stock Details FOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-26
Closed -$1.04K – 1506
2024
Q1 		$1.04K Buy
+26
New +$883 ﹤0.01% 1350

Other funds holding FOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Venturi Wealth Management's FOR Position: Q2 2024 in Review

Venturi Wealth Management sold out of Forestar Group (FOR) in Q2 2024, closing a stake of 26 shares — an estimated $1.04K sold.

Venturi Wealth Management first reported a position in FOR in Q1 2024 and held it in 1 quarter. The position peaked at $1.04K in Q1 2024. 171 funds tracked by Wall St. Rank hold FOR as of Q2 2024.

  • Venturi Wealth Management reported no remaining Forestar Group position as of Q2 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 26 Forestar Group shares in Q2 2024, an estimated $1.04K.
  • Venturi Wealth Management first reported a position in Forestar Group in Q1 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Forestar Group position peaked at $1.04K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held Forestar Group as of Q2 2024.

Based on Venturi Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.