VWM
SAND

Venturi Wealth Management’s Sandstorm Gold SAND Stock Holding History

Venturi Wealth Management’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-260
Closed -$1.36K – 1535
2024
Q1 		$1.36K Hold
260
– – ﹤0.01% 1306
2023
Q4 		$1.31K Hold
260
– – ﹤0.01% 1299
2023
Q3 		$1.21K Sell
260
-290
-53% -$1.52K ﹤0.01% 1266
2023
Q2 		$2.82K Hold
550
– – ﹤0.01% 852
2023
Q1 		$3.2K Buy
+550
New +$3.01K ﹤0.01% 921

Other funds holding SAND

ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Venturi Wealth Management's SAND Position: Q2 2024 in Review

Venturi Wealth Management sold out of Sandstorm Gold (SAND) in Q2 2024, closing a stake of 260 shares — an estimated $1.36K sold.

Venturi Wealth Management first reported a position in SAND in Q1 2023 and held it in 5 quarters. The position peaked at $3.2K in Q1 2023. 211 funds tracked by Wall St. Rank hold SAND as of Q2 2024.

  • Venturi Wealth Management reported no remaining Sandstorm Gold position as of Q2 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 260 Sandstorm Gold shares in Q2 2024, an estimated $1.36K.
  • Venturi Wealth Management first reported a position in Sandstorm Gold in Q1 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Sandstorm Gold position peaked at $3.2K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held Sandstorm Gold as of Q2 2024.

Based on Venturi Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.