VWM
SHOE

Venturi Wealth Management’s Shoe Station Group SHOE Stock Holding History

Venturi Wealth Management’s Portfolio SHOE Stock Details SHOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-101
Closed -$4.43K – 2034
2024
Q3 		$4.43K Buy
+101
New +$4.12K ﹤0.01% 1486

Other funds holding SHOE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Venturi Wealth Management sold out of Shoe Station Group (SHOE) in Q4 2024, closing a stake of 101 shares — an estimated $4.43K sold.

Venturi Wealth Management first reported a position in SHOE in Q3 2024 and held it in 1 quarter. The position peaked at $4.43K in Q3 2024. 196 funds tracked by Wall St. Rank hold SHOE as of Q4 2024.

  • Venturi Wealth Management reported no remaining Shoe Station Group position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 101 Shoe Station Group shares in Q4 2024, an estimated $4.43K.
  • Venturi Wealth Management first reported a position in Shoe Station Group in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Shoe Station Group position peaked at $4.43K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Shoe Station Group as of Q4 2024.

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