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Venturi Wealth Management’s Life Time Group Holdings LTH Stock Holding History

Venturi Wealth Management’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-179
Closed -$4.37K – 2002
2024
Q3 		$4.37K Buy
+179
New +$4.02K ﹤0.01% 1496

Other funds holding LTH

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Venturi Wealth Management sold out of Life Time Group Holdings (LTH) in Q4 2024, closing a stake of 179 shares — an estimated $4.37K sold.

Venturi Wealth Management first reported a position in LTH in Q3 2024 and held it in 1 quarter. The position peaked at $4.37K in Q3 2024. 215 funds tracked by Wall St. Rank hold LTH as of Q4 2024.

  • Venturi Wealth Management reported no remaining Life Time Group Holdings position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 179 Life Time Group Holdings shares in Q4 2024, an estimated $4.37K.
  • Venturi Wealth Management first reported a position in Life Time Group Holdings in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Life Time Group Holdings position peaked at $4.37K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q4 2024.

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