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Venturi Wealth Management’s SLM Corp SLM Stock Holding History

Venturi Wealth Management’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-77
Closed -$2.12K – 1614
2024
Q4 		$2.12K Sell
77
-292
-79% -$7.22K ﹤0.01% 1846
2024
Q3 		$8.44K Buy
369
+22
+6% +$474 ﹤0.01% 1233
2024
Q2 		$7.21K Buy
347
+292
+531% +$6.15K ﹤0.01% 1163
2024
Q1 		$1.2K Hold
55
– – ﹤0.01% 1319
2023
Q4 		$1.05K Buy
+55
New +$830 ﹤0.01% 1337

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Venturi Wealth Management sold out of SLM Corp (SLM) in Q1 2025, closing a stake of 77 shares — an estimated $2.12K sold.

Venturi Wealth Management first reported a position in SLM in Q4 2023 and held it in 5 quarters. The position peaked at $8.44K in Q3 2024. 397 funds tracked by Wall St. Rank hold SLM as of Q1 2025.

  • Venturi Wealth Management reported no remaining SLM Corp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 77 SLM Corp shares in Q1 2025, an estimated $2.12K.
  • Venturi Wealth Management first reported a position in SLM Corp in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's SLM Corp position peaked at $8.44K in Q3 2024.
  • 397 funds tracked by Wall St. Rank held SLM Corp as of Q1 2025.

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