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Venturi Wealth Management’s Saratoga Investment SAR Stock Holding History

Venturi Wealth Management’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-93
Closed -$2.23K – 1576
2024
Q4 		$2.23K Hold
93
– – ﹤0.01% 1837
2024
Q3 		$2.16K Buy
+93
New +$2.15K ﹤0.01% 1655

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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Venturi Wealth Management's SAR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Saratoga Investment (SAR) in Q1 2025, closing a stake of 93 shares — an estimated $2.23K sold.

Venturi Wealth Management first reported a position in SAR in Q3 2024 and held it in 2 quarters. The position peaked at $2.23K in Q4 2024. 67 funds tracked by Wall St. Rank hold SAR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Saratoga Investment position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 93 Saratoga Investment shares in Q1 2025, an estimated $2.23K.
  • Venturi Wealth Management first reported a position in Saratoga Investment in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Saratoga Investment position peaked at $2.23K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2025.

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