Venturi Wealth Management’s PACS Group PACS Stock Holding History

Venturi Wealth Management’s Portfolio PACS Stock Details PACS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-344	Closed	-$4.51K	–	1896
2024 Q4	$4.51K	Buy	+344	New	+$8.82K	﹤0.01%	1710

Other funds holding PACS

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Venturi Wealth Management sold out of PACS Group (PACS) in Q1 2025, closing a stake of 344 shares — an estimated $4.51K sold.

Venturi Wealth Management first reported a position in PACS in Q4 2024 and held it in 1 quarter. The position peaked at $4.51K in Q4 2024. 142 funds tracked by Wall St. Rank hold PACS as of Q1 2025.

Venturi Wealth Management reported no remaining PACS Group position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 344 PACS Group shares in Q1 2025, an estimated $4.51K.
Venturi Wealth Management first reported a position in PACS Group in Q4 2024 and held it in 1 quarter.
Venturi Wealth Management's PACS Group position peaked at $4.51K in Q4 2024.
142 funds tracked by Wall St. Rank held PACS Group as of Q1 2025.

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