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Venturi Wealth Management’s RE/MAX Holdings RMAX Stock Holding History

Venturi Wealth Management’s Portfolio RMAX Stock Details RMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-348
Closed -$4.33K – 2030
2024
Q3 		$4.33K Buy
+348
New +$3.6K ﹤0.01% 1505

Other funds holding RMAX

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Venturi Wealth Management's RMAX Position: Q4 2024 in Review

Venturi Wealth Management sold out of RE/MAX Holdings (RMAX) in Q4 2024, closing a stake of 348 shares — an estimated $4.33K sold.

Venturi Wealth Management first reported a position in RMAX in Q3 2024 and held it in 1 quarter. The position peaked at $4.33K in Q3 2024. 120 funds tracked by Wall St. Rank hold RMAX as of Q4 2024.

  • Venturi Wealth Management reported no remaining RE/MAX Holdings position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 348 RE/MAX Holdings shares in Q4 2024, an estimated $4.33K.
  • Venturi Wealth Management first reported a position in RE/MAX Holdings in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's RE/MAX Holdings position peaked at $4.33K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.