VWM
LPRO

Venturi Wealth Management’s Open Lending Corp LPRO Stock Holding History

Venturi Wealth Management’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-907
Closed -$5.42K – 1301
2024
Q4 		$5.42K Buy
+907
New +$5.43K ﹤0.01% 1630

Other funds holding LPRO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

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

Venturi Wealth Management sold out of Open Lending Corp (LPRO) in Q1 2025, closing a stake of 907 shares — an estimated $5.42K sold.

Venturi Wealth Management first reported a position in LPRO in Q4 2024 and held it in 1 quarter. The position peaked at $5.42K in Q4 2024. 147 funds tracked by Wall St. Rank hold LPRO as of Q1 2025.

  • Venturi Wealth Management reported no remaining Open Lending Corp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 907 Open Lending Corp shares in Q1 2025, an estimated $5.42K.
  • Venturi Wealth Management first reported a position in Open Lending Corp in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Open Lending Corp position peaked at $5.42K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held Open Lending Corp as of Q1 2025.

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