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Venturi Wealth Management’s Columbia India Consumer ETF INCO Stock Holding History

Venturi Wealth Management’s Portfolio INCO Stock Details INCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17
Closed -$1.31K – 1988
2024
Q3 		$1.31K Buy
+17
New +$1.25K ﹤0.01% 1739

Other funds holding INCO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Venturi Wealth Management sold out of Columbia India Consumer ETF (INCO) in Q4 2024, closing a stake of 17 shares — an estimated $1.31K sold.

Venturi Wealth Management first reported a position in INCO in Q3 2024 and held it in 1 quarter. The position peaked at $1.31K in Q3 2024. 77 funds tracked by Wall St. Rank hold INCO as of Q4 2024.

  • Venturi Wealth Management reported no remaining Columbia India Consumer ETF position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 17 Columbia India Consumer ETF shares in Q4 2024, an estimated $1.31K.
  • Venturi Wealth Management first reported a position in Columbia India Consumer ETF in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Columbia India Consumer ETF position peaked at $1.31K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q4 2024.

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