VWM
GOLD

Venturi Wealth Management’s Gold.com Inc GOLD Stock Holding History

Venturi Wealth Management’s Portfolio GOLD Stock Details GOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-77
Closed -$2.88K – 1311
2023
Q2 		$2.88K Sell
77
-23
-23% -$833 ﹤0.01% 846
2023
Q1 		$3.46K Buy
+100
New +$3.33K ﹤0.01% 901

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Dimensional Fund Advisors
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PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
Goldman Sachs
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CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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State Street
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Venturi Wealth Management's GOLD Position: Q3 2023 in Review

Venturi Wealth Management sold out of Gold.com Inc (GOLD) in Q3 2023, closing a stake of 77 shares — an estimated $2.88K sold.

Venturi Wealth Management first reported a position in GOLD in Q1 2023 and held it in 2 quarters. The position peaked at $3.46K in Q1 2023. 144 funds tracked by Wall St. Rank hold GOLD as of Q3 2023.

  • Venturi Wealth Management reported no remaining Gold.com Inc position as of Q3 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 77 Gold.com Inc shares in Q3 2023, an estimated $2.88K.
  • Venturi Wealth Management first reported a position in Gold.com Inc in Q1 2023 and held it in 2 quarters.
  • Venturi Wealth Management's Gold.com Inc position peaked at $3.46K in Q1 2023.
  • 144 funds tracked by Wall St. Rank held Gold.com Inc as of Q3 2023.

Based on Venturi Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.