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Venturi Wealth Management’s Grid Dynamics Holdings GDYN Stock Holding History

Venturi Wealth Management’s Portfolio GDYN Stock Details GDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-378
Closed -$8.41K – 1067
2024
Q4 		$8.41K Hold
378
– – ﹤0.01% 1476
2024
Q3 		$5.29K Hold
378
– – ﹤0.01% 1385
2024
Q2 		$3.97K Hold
378
– – ﹤0.01% 1268
2024
Q1 		$4.65K Hold
378
– – ﹤0.01% 1109
2023
Q4 		$5.04K Hold
378
– – ﹤0.01% 1027
2023
Q3 		$4.61K Hold
378
– – ﹤0.01% 1002
2023
Q2 		$3.5K Hold
378
– – ﹤0.01% 812
2023
Q1 		$4.33K Buy
+378
New +$4.44K ﹤0.01% 857

Other funds holding GDYN

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

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

Venturi Wealth Management sold out of Grid Dynamics Holdings (GDYN) in Q1 2025, closing a stake of 378 shares — an estimated $8.41K sold.

Venturi Wealth Management first reported a position in GDYN in Q1 2023 and held it in 8 quarters. The position peaked at $8.41K in Q4 2024. 223 funds tracked by Wall St. Rank hold GDYN as of Q1 2025.

  • Venturi Wealth Management reported no remaining Grid Dynamics Holdings position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 378 Grid Dynamics Holdings shares in Q1 2025, an estimated $8.41K.
  • Venturi Wealth Management first reported a position in Grid Dynamics Holdings in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Grid Dynamics Holdings position peaked at $8.41K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held Grid Dynamics Holdings as of Q1 2025.

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