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Venturi Wealth Management’s Huron Consulting HURN Stock Holding History

Venturi Wealth Management’s Portfolio HURN Stock Details HURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11
Closed -$1.15K – 1379
2023
Q3 		$1.15K Buy
+11
New +$1.05K ﹤0.01% 1273

Other funds holding HURN

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Venturi Wealth Management's HURN Position: Q4 2023 in Review

Venturi Wealth Management sold out of Huron Consulting (HURN) in Q4 2023, closing a stake of 11 shares — an estimated $1.15K sold.

Venturi Wealth Management first reported a position in HURN in Q3 2023 and held it in 1 quarter. The position peaked at $1.15K in Q3 2023. 229 funds tracked by Wall St. Rank hold HURN as of Q4 2023.

  • Venturi Wealth Management reported no remaining Huron Consulting position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 11 Huron Consulting shares in Q4 2023, an estimated $1.15K.
  • Venturi Wealth Management first reported a position in Huron Consulting in Q3 2023 and held it in 1 quarter.
  • Venturi Wealth Management's Huron Consulting position peaked at $1.15K in Q3 2023.
  • 229 funds tracked by Wall St. Rank held Huron Consulting as of Q4 2023.

Based on Venturi Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.