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Venturi Wealth Management’s LifeMD LFMD Stock Holding History

Venturi Wealth Management’s Portfolio LFMD Stock Details LFMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-99
Closed -$1.02K – 1521
2024
Q1 		$1.02K Buy
+99
New +$732 ﹤0.01% 1353

Other funds holding LFMD

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
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Venturi Wealth Management's LFMD Position: Q2 2024 in Review

Venturi Wealth Management sold out of LifeMD (LFMD) in Q2 2024, closing a stake of 99 shares — an estimated $1.02K sold.

Venturi Wealth Management first reported a position in LFMD in Q1 2024 and held it in 1 quarter. The position peaked at $1.02K in Q1 2024. 104 funds tracked by Wall St. Rank hold LFMD as of Q2 2024.

  • Venturi Wealth Management reported no remaining LifeMD position as of Q2 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 99 LifeMD shares in Q2 2024, an estimated $1.02K.
  • Venturi Wealth Management first reported a position in LifeMD in Q1 2024 and held it in 1 quarter.
  • Venturi Wealth Management's LifeMD position peaked at $1.02K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held LifeMD as of Q2 2024.

Based on Venturi Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.