VWM
SEZL

Venturi Wealth Management’s Sezzle SEZL Stock Holding History

Venturi Wealth Management’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36
Closed -$1.02K – 2038
2024
Q3 		$1.02K Buy
+36
New +$700 ﹤0.01% 1779

Other funds holding SEZL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Venturi Wealth Management sold out of Sezzle (SEZL) in Q4 2024, closing a stake of 36 shares — an estimated $1.02K sold.

Venturi Wealth Management first reported a position in SEZL in Q3 2024 and held it in 1 quarter. The position peaked at $1.02K in Q3 2024. 127 funds tracked by Wall St. Rank hold SEZL as of Q4 2024.

  • Venturi Wealth Management reported no remaining Sezzle position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 36 Sezzle shares in Q4 2024, an estimated $1.02K.
  • Venturi Wealth Management first reported a position in Sezzle in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Sezzle position peaked at $1.02K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held Sezzle as of Q4 2024.

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