VWM
ITOS

Venturi Wealth Management’s iTeos Therapeutics ITOS Stock Holding History

Venturi Wealth Management’s Portfolio ITOS Stock Details ITOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,237
Closed -$9.5K – 1219
2024
Q4 		$9.5K Buy
+1,237
New +$10.6K ﹤0.01% 1443

Other funds holding ITOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
MAM
MPM Asset Management Boston, Massachusetts $44.5M AUM 47.28% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Venturi Wealth Management sold out of iTeos Therapeutics (ITOS) in Q1 2025, closing a stake of 1,237 shares — an estimated $9.5K sold.

Venturi Wealth Management first reported a position in ITOS in Q4 2024 and held it in 1 quarter. The position peaked at $9.5K in Q4 2024. 131 funds tracked by Wall St. Rank hold ITOS as of Q1 2025.

  • Venturi Wealth Management reported no remaining iTeos Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,237 iTeos Therapeutics shares in Q1 2025, an estimated $9.5K.
  • Venturi Wealth Management first reported a position in iTeos Therapeutics in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's iTeos Therapeutics position peaked at $9.5K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held iTeos Therapeutics as of Q1 2025.

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