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Venturi Wealth Management’s Sea Limited SE Stock Holding History

Venturi Wealth Management’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$908K Buy
10,965
+5,757
+111% +$617K 0.04% 215
2025
Q4 		$664K Buy
5,208
+98
+2% +$14.5K 0.03% 270
2025
Q3 		$913K Sell
5,110
-37
-0.7% -$6.34K 0.04% 208
2025
Q2 		$823K Buy
5,147
+114
+2% +$16.5K 0.04% 228
2025
Q1 		$657K Sell
5,033
-89
-2% -$11K 0.03% 275
2024
Q4 		$543K Sell
5,122
-107
-2% -$11.2K 0.03% 324
2024
Q3 		$493K Buy
5,229
+5,161
+7,590% +$389K 0.03% 297
2024
Q2 		$4.86K Buy
68
+13
+24% +$859 ﹤0.01% 1242
2024
Q1 		$2.96K Hold
55
– – ﹤0.01% 1187
2023
Q4 		$2.23K Hold
55
– – ﹤0.01% 1194
2023
Q3 		$2.42K Buy
55
+16
+41% +$782 ﹤0.01% 1127
2023
Q2 		$2.26K Buy
+39
New +$2.78K ﹤0.01% 903

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return