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Venturi Wealth Management’s VanEck Bitcoin Trust HODL Stock Holding History

Venturi Wealth Management’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-248
Closed -$6.55K – 1136
2024
Q4 		$6.55K Buy
+248
New +$5.82K ﹤0.01% 1569
2024
Q3 		– Sell
-2,560
Closed -$43.4K – 1816
2024
Q2 		$43.4K Buy
+2,560
New +$47.5K ﹤0.01% 709

Other funds holding HODL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Venturi Wealth Management sold out of VanEck Bitcoin Trust (HODL) in Q1 2025, closing a stake of 248 shares — an estimated $6.55K sold.

Venturi Wealth Management first reported a position in HODL in Q2 2024 and held it in 2 quarters. The position peaked at $43.4K in Q2 2024. 87 funds tracked by Wall St. Rank hold HODL as of Q1 2025.

  • Venturi Wealth Management reported no remaining VanEck Bitcoin Trust position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 248 VanEck Bitcoin Trust shares in Q1 2025, an estimated $6.55K.
  • Venturi Wealth Management first reported a position in VanEck Bitcoin Trust in Q2 2024 and held it in 2 quarters.
  • Venturi Wealth Management's VanEck Bitcoin Trust position peaked at $43.4K in Q2 2024.
  • 87 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2025.

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