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Venturi Wealth Management’s Safe Bulkers SB Stock Holding History

Venturi Wealth Management’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-916
Closed -$4.75K – 2033
2024
Q3 		$4.75K Buy
+916
New +$4.71K ﹤0.01% 1434

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

Venturi Wealth Management sold out of Safe Bulkers (SB) in Q4 2024, closing a stake of 916 shares — an estimated $4.75K sold.

Venturi Wealth Management first reported a position in SB in Q3 2024 and held it in 1 quarter. The position peaked at $4.75K in Q3 2024. 129 funds tracked by Wall St. Rank hold SB as of Q4 2024.

  • Venturi Wealth Management reported no remaining Safe Bulkers position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 916 Safe Bulkers shares in Q4 2024, an estimated $4.75K.
  • Venturi Wealth Management first reported a position in Safe Bulkers in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Safe Bulkers position peaked at $4.75K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held Safe Bulkers as of Q4 2024.

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