Venturi Wealth Management’s Goal Acquisitions Corp. Unit PUCKU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-50	Closed	-$520	–	1459
2023 Q2	$520	Buy	+50	New	+$515	﹤0.01%	1074

Other funds holding PUCKU

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Venturi Wealth Management's PUCKU Position: Q3 2023 in Review

Venturi Wealth Management sold out of Goal Acquisitions Corp. Unit (PUCKU) in Q3 2023, closing a stake of 50 shares — an estimated $520 sold.

Venturi Wealth Management first reported a position in PUCKU in Q2 2023 and held it in 1 quarter. The position peaked at $520 in Q2 2023. 2 funds tracked by Wall St. Rank hold PUCKU as of Q3 2023.

Venturi Wealth Management reported no remaining Goal Acquisitions Corp. Unit position as of Q3 2023 after selling out during the quarter.
Venturi Wealth Management sold 50 Goal Acquisitions Corp. Unit shares in Q3 2023, an estimated $520.
Venturi Wealth Management first reported a position in Goal Acquisitions Corp. Unit in Q2 2023 and held it in 1 quarter.
Venturi Wealth Management's Goal Acquisitions Corp. Unit position peaked at $520 in Q2 2023.
2 funds tracked by Wall St. Rank held Goal Acquisitions Corp. Unit as of Q3 2023.

Based on Venturi Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.