VWM
POOL icon

Venturi Wealth Management’s Pool Corp POOL Stock Holding History

Venturi Wealth Management’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-840
Closed -$260K – 629
2025
Q3 		$260K Sell
840
-105
-11% -$32.9K 0.01% 473
2025
Q2 		$275K Sell
945
-277
-23% -$83.8K 0.01% 448
2025
Q1 		$389K Buy
1,222
+100
+9% +$33.9K 0.02% 378
2024
Q4 		$383K Buy
1,122
+43
+4% +$15.7K 0.02% 386
2024
Q3 		$407K Buy
1,079
+395
+58% +$137K 0.02% 331
2024
Q2 		$210K Buy
684
+583
+577% +$211K 0.01% 400
2024
Q1 		$40.8K Hold
101
– – ﹤0.01% 546
2023
Q4 		$40.3K Buy
101
+13
+15% +$4.56K ﹤0.01% 527
2023
Q3 		$31.3K Buy
88
+2
+2% +$728 ﹤0.01% 539
2023
Q2 		$32.2K Buy
86
+34
+65% +$11.6K ﹤0.01% 480
2023
Q1 		$17.8K Buy
+52
New +$18.5K ﹤0.01% 617

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T. Rowe Price Investment Management
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Kayne Anderson Rudnick Investment Management
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Morgan Stanley
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return