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Venturi Wealth Management’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

Venturi Wealth Management’s Portfolio STHO Stock Details STHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-734
Closed -$10.2K – 2046
2024
Q3 		$10.2K Buy
+734
New +$9.52K ﹤0.01% 1192

Other funds holding STHO

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
FC
Foursixthree Capital New York $268M AUM 115.24% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Venturi Wealth Management sold out of Star Holdings Shares of Beneficial Interest (STHO) in Q4 2024, closing a stake of 734 shares — an estimated $10.2K sold.

Venturi Wealth Management first reported a position in STHO in Q3 2024 and held it in 1 quarter. The position peaked at $10.2K in Q3 2024. 98 funds tracked by Wall St. Rank hold STHO as of Q4 2024.

  • Venturi Wealth Management reported no remaining Star Holdings Shares of Beneficial Interest position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 734 Star Holdings Shares of Beneficial Interest shares in Q4 2024, an estimated $10.2K.
  • Venturi Wealth Management first reported a position in Star Holdings Shares of Beneficial Interest in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Star Holdings Shares of Beneficial Interest position peaked at $10.2K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Star Holdings Shares of Beneficial Interest as of Q4 2024.

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