VWM
IBP icon

Venturi Wealth Management’s Installed Building Products IBP Stock Holding History

Venturi Wealth Management’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19
Closed -$4.68K – 1981
2024
Q3 		$4.68K Buy
+19
New +$4.3K ﹤0.01% 1447

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Venturi Wealth Management's IBP Position: Q4 2024 in Review

Venturi Wealth Management sold out of Installed Building Products (IBP) in Q4 2024, closing a stake of 19 shares — an estimated $4.68K sold.

Venturi Wealth Management first reported a position in IBP in Q3 2024 and held it in 1 quarter. The position peaked at $4.68K in Q3 2024. 364 funds tracked by Wall St. Rank hold IBP as of Q4 2024.

  • Venturi Wealth Management reported no remaining Installed Building Products position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 19 Installed Building Products shares in Q4 2024, an estimated $4.68K.
  • Venturi Wealth Management first reported a position in Installed Building Products in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Installed Building Products position peaked at $4.68K in Q3 2024.
  • 364 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.