VWM
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Venturi Wealth Management’s Fiverr FVRR Stock Holding History

Venturi Wealth Management’s Portfolio FVRR Stock Details FVRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$3.17K – 1056
2024
Q4 		$3.17K Hold
100
– – ﹤0.01% 1790
2024
Q3 		$2.59K Sell
100
-50
-33% -$1.21K ﹤0.01% 1623
2024
Q2 		$3.52K Hold
150
– – ﹤0.01% 1290
2024
Q1 		$3.16K Buy
150
+50
+50% +$1.25K ﹤0.01% 1167
2023
Q4 		$2.72K Hold
100
– – ﹤0.01% 1144
2023
Q3 		$2.45K Hold
100
– – ﹤0.01% 1125
2023
Q2 		$2.6K Buy
100
+50
+100% +$1.51K ﹤0.01% 872
2023
Q1 		$1.75K Buy
+50
New +$1.83K ﹤0.01% 1035

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AC
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Chevy Chase Trust
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Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return