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Venturi Wealth Management’s Resources Connection RGP Stock Holding History

Venturi Wealth Management’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-928
Closed -$7.92K – 1542
2024
Q4 		$7.92K Buy
+928
New +$7.82K ﹤0.01% 1499

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CG
Circumference Group Little Rock, Arkansas $44.6M AUM 5.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 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 RGP Position: Q1 2025 in Review

Venturi Wealth Management sold out of Resources Connection (RGP) in Q1 2025, closing a stake of 928 shares — an estimated $7.92K sold.

Venturi Wealth Management first reported a position in RGP in Q4 2024 and held it in 1 quarter. The position peaked at $7.92K in Q4 2024. 146 funds tracked by Wall St. Rank hold RGP as of Q1 2025.

  • Venturi Wealth Management reported no remaining Resources Connection position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 928 Resources Connection shares in Q1 2025, an estimated $7.92K.
  • Venturi Wealth Management first reported a position in Resources Connection in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Resources Connection position peaked at $7.92K in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Resources Connection as of Q1 2025.

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