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Venturi Wealth Management’s Smith Douglas Homes SDHC Stock Holding History

Venturi Wealth Management’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-37
Closed -$1.4K – 2036
2024
Q3 		$1.4K Buy
+37
New +$1.19K ﹤0.01% 1726

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BMO
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Federated Hermes
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GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

Venturi Wealth Management sold out of Smith Douglas Homes (SDHC) in Q4 2024, closing a stake of 37 shares — an estimated $1.4K sold.

Venturi Wealth Management first reported a position in SDHC in Q3 2024 and held it in 1 quarter. The position peaked at $1.4K in Q3 2024. 70 funds tracked by Wall St. Rank hold SDHC as of Q4 2024.

  • Venturi Wealth Management reported no remaining Smith Douglas Homes position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 37 Smith Douglas Homes shares in Q4 2024, an estimated $1.4K.
  • Venturi Wealth Management first reported a position in Smith Douglas Homes in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Smith Douglas Homes position peaked at $1.4K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q4 2024.

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