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Venturi Wealth Management’s MYR Group MYRG Stock Holding History

Venturi Wealth Management’s Portfolio MYRG Stock Details MYRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-45
Closed -$6.7K – 1377
2024
Q4 		$6.7K Hold
45
– – ﹤0.01% 1556
2024
Q3 		$4.6K Buy
+45
New +$5.11K ﹤0.01% 1455

Other funds holding MYRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 MYRG Position: Q1 2025 in Review

Venturi Wealth Management sold out of MYR Group (MYRG) in Q1 2025, closing a stake of 45 shares — an estimated $6.7K sold.

Venturi Wealth Management first reported a position in MYRG in Q3 2024 and held it in 2 quarters. The position peaked at $6.7K in Q4 2024. 266 funds tracked by Wall St. Rank hold MYRG as of Q1 2025.

  • Venturi Wealth Management reported no remaining MYR Group position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 45 MYR Group shares in Q1 2025, an estimated $6.7K.
  • Venturi Wealth Management first reported a position in MYR Group in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's MYR Group position peaked at $6.7K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held MYR Group as of Q1 2025.

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