VWM
GFI icon

Venturi Wealth Management’s Gold Fields GFI Stock Holding History

Venturi Wealth Management’s Portfolio GFI Stock Details GFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-584
Closed -$7.71K – 1070
2024
Q4 		$7.71K Sell
584
-170
-23% -$2.59K ﹤0.01% 1510
2024
Q3 		$11.6K Buy
+754
New +$11.7K ﹤0.01% 1156

Other funds holding GFI

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DK
DJE Kapital 82049 Pullach, Germany $4.51B AUM 49.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Venturi Wealth Management sold out of Gold Fields (GFI) in Q1 2025, closing a stake of 584 shares — an estimated $7.71K sold.

Venturi Wealth Management first reported a position in GFI in Q3 2024 and held it in 2 quarters. The position peaked at $11.6K in Q3 2024. 268 funds tracked by Wall St. Rank hold GFI as of Q1 2025.

  • Venturi Wealth Management reported no remaining Gold Fields position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 584 Gold Fields shares in Q1 2025, an estimated $7.71K.
  • Venturi Wealth Management first reported a position in Gold Fields in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Gold Fields position peaked at $11.6K in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Gold Fields as of Q1 2025.

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