VWM
LSEA

Venturi Wealth Management’s Landsea Homes LSEA Stock Holding History

Venturi Wealth Management’s Portfolio LSEA Stock Details LSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-474
Closed -$4.03K – 1303
2024
Q4 		$4.03K Buy
474
+105
+28% +$1.13K ﹤0.01% 1757
2024
Q3 		$4.56K Buy
+369
New +$4.21K ﹤0.01% 1462

Other funds holding LSEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 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
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
FWC
First Washington Corp Seattle, Washington $353M AUM 41.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Venturi Wealth Management sold out of Landsea Homes (LSEA) in Q1 2025, closing a stake of 474 shares — an estimated $4.03K sold.

Venturi Wealth Management first reported a position in LSEA in Q3 2024 and held it in 2 quarters. The position peaked at $4.56K in Q3 2024. 115 funds tracked by Wall St. Rank hold LSEA as of Q1 2025.

  • Venturi Wealth Management reported no remaining Landsea Homes position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 474 Landsea Homes shares in Q1 2025, an estimated $4.03K.
  • Venturi Wealth Management first reported a position in Landsea Homes in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Landsea Homes position peaked at $4.56K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Landsea Homes as of Q1 2025.

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