VWM
SUNS

Venturi Wealth Management’s Sunrise Realty Trust SUNS Stock Holding History

Venturi Wealth Management’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-307
Closed -$4.42K – 2080
2024
Q3 		$4.42K Buy
+307
New +$3.94K ﹤0.01% 1489

Other funds holding SUNS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CP
Castalian Partners Excelsior, Minnesota $7.36M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Venturi Wealth Management sold out of Sunrise Realty Trust (SUNS) in Q4 2024, closing a stake of 307 shares — an estimated $4.42K sold.

Venturi Wealth Management first reported a position in SUNS in Q3 2024 and held it in 1 quarter. The position peaked at $4.42K in Q3 2024. 59 funds tracked by Wall St. Rank hold SUNS as of Q4 2024.

  • Venturi Wealth Management reported no remaining Sunrise Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 307 Sunrise Realty Trust shares in Q4 2024, an estimated $4.42K.
  • Venturi Wealth Management first reported a position in Sunrise Realty Trust in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Sunrise Realty Trust position peaked at $4.42K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q4 2024.

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