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VWM
KE
Venturi Wealth Management’s
Kimball Electronics
KE
Stock Holding History
Venturi Wealth Management’s Portfolio
KE Stock Details
KE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-66
Closed
-$1.82K
–
1377
2023
Q2
$1.82K
Buy
+66
New
+$1.56K
﹤0.01%
933
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RA
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1-Year Est. Return
LSV Asset Management
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27.74%
1-Year Est. Return
State Street
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29.55%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Loomis, Sayles & Company
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$74.3B AUM
24.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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