VWM
SEM

Venturi Wealth Management’s Select Medical SEM Stock Holding History

Venturi Wealth Management’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-163
Closed -$3.07K – 1588
2024
Q4 		$3.07K Buy
+163
New +$3.14K ﹤0.01% 1795

Other funds holding SEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Venturi Wealth Management sold out of Select Medical (SEM) in Q1 2025, closing a stake of 163 shares — an estimated $3.07K sold.

Venturi Wealth Management first reported a position in SEM in Q4 2024 and held it in 1 quarter. The position peaked at $3.07K in Q4 2024. 274 funds tracked by Wall St. Rank hold SEM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Select Medical position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 163 Select Medical shares in Q1 2025, an estimated $3.07K.
  • Venturi Wealth Management first reported a position in Select Medical in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Select Medical position peaked at $3.07K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Select Medical as of Q1 2025.

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