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Venturi Wealth Management’s HUTCHMED HCM Stock Holding History

Venturi Wealth Management’s Portfolio HCM Stock Details HCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,443
Closed -$261K – 342
2021
Q4 		$261K Buy
7,443
+344
+5% +$11.2K 0.02% 297
2021
Q3 		$260K Buy
7,099
+473
+7% +$18.6K 0.02% 279
2021
Q2 		$260K Buy
+6,626
New +$191K 0.02% 274

Other funds holding HCM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZAM
Zeal Asset Management Central, Hong Kong $39.4M AUM 38.83% 1-Year Est. Return

Venturi Wealth Management's HCM Position: Q1 2022 in Review

Venturi Wealth Management sold out of HUTCHMED (HCM) in Q1 2022, closing a stake of 7,443 shares — an estimated $261K sold.

Venturi Wealth Management first reported a position in HCM in Q2 2021 and held it in 3 quarters. The position peaked at $261K in Q4 2021. 130 funds tracked by Wall St. Rank hold HCM as of Q1 2022.

  • Venturi Wealth Management reported no remaining HUTCHMED position as of Q1 2022 after selling out during the quarter.
  • Venturi Wealth Management sold 7,443 HUTCHMED shares in Q1 2022, an estimated $261K.
  • Venturi Wealth Management first reported a position in HUTCHMED in Q2 2021 and held it in 3 quarters.
  • Venturi Wealth Management's HUTCHMED position peaked at $261K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held HUTCHMED as of Q1 2022.

Based on Venturi Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.