VWM
MCHB

Venturi Wealth Management’s Mechanics Bancorp MCHB Stock Holding History

Venturi Wealth Management’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-292
Closed -$4.6K – 1976
2024
Q3 		$4.6K Buy
+292
New +$4.16K ﹤0.01% 1454

Other funds holding MCHB

PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
P2P
Phase 2 Partners San Francisco, California $133M AUM 30.43% 1-Year Est. Return

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

Venturi Wealth Management sold out of Mechanics Bancorp (MCHB) in Q4 2024, closing a stake of 292 shares — an estimated $4.6K sold.

Venturi Wealth Management first reported a position in MCHB in Q3 2024 and held it in 1 quarter. The position peaked at $4.6K in Q3 2024. 109 funds tracked by Wall St. Rank hold MCHB as of Q4 2024.

  • Venturi Wealth Management reported no remaining Mechanics Bancorp position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 292 Mechanics Bancorp shares in Q4 2024, an estimated $4.6K.
  • Venturi Wealth Management first reported a position in Mechanics Bancorp in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Mechanics Bancorp position peaked at $4.6K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2024.

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