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Venturi Wealth Management’s El Pollo Loco LOCO Stock Holding History

Venturi Wealth Management’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-321
Closed -$4.4K – 2000
2024
Q3 		$4.4K Buy
+321
New +$4.02K ﹤0.01% 1494

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

Venturi Wealth Management sold out of El Pollo Loco (LOCO) in Q4 2024, closing a stake of 321 shares — an estimated $4.4K sold.

Venturi Wealth Management first reported a position in LOCO in Q3 2024 and held it in 1 quarter. The position peaked at $4.4K in Q3 2024. 135 funds tracked by Wall St. Rank hold LOCO as of Q4 2024.

  • Venturi Wealth Management reported no remaining El Pollo Loco position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 321 El Pollo Loco shares in Q4 2024, an estimated $4.4K.
  • Venturi Wealth Management first reported a position in El Pollo Loco in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's El Pollo Loco position peaked at $4.4K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held El Pollo Loco as of Q4 2024.

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