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Venturi Wealth Management’s Cloudflare NET Stock Holding History

Venturi Wealth Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-269
Closed -$29K – 1385
2024
Q4 		$29K Sell
269
-94
-26% -$9.18K ﹤0.01% 1175
2024
Q3 		$29.4K Buy
363
+75
+26% +$6.03K ﹤0.01% 920
2024
Q2 		$23.9K Buy
288
+108
+60% +$8.71K ﹤0.01% 894
2024
Q1 		$17.4K Buy
180
+148
+463% +$13.4K ﹤0.01% 775
2023
Q4 		$2.67K Hold
32
– – ﹤0.01% 1147
2023
Q3 		$2.02K Hold
32
– – ﹤0.01% 1169
2023
Q2 		$2.09K Hold
32
– – ﹤0.01% 916
2023
Q1 		$1.97K Buy
+32
New +$1.75K ﹤0.01% 1015

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Venturi Wealth Management sold out of Cloudflare (NET) in Q1 2025, closing a stake of 269 shares — an estimated $29K sold.

Venturi Wealth Management first reported a position in NET in Q1 2023 and held it in 8 quarters. The position peaked at $29.4K in Q3 2024. 873 funds tracked by Wall St. Rank hold NET as of Q1 2025.

  • Venturi Wealth Management reported no remaining Cloudflare position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 269 Cloudflare shares in Q1 2025, an estimated $29K.
  • Venturi Wealth Management first reported a position in Cloudflare in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Cloudflare position peaked at $29.4K in Q3 2024.
  • 873 funds tracked by Wall St. Rank held Cloudflare as of Q1 2025.

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