VWM
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Venturi Wealth Management’s Atlassian TEAM Stock Holding History

Venturi Wealth Management’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,191
Closed -$253K – 607
2025
Q1 		$253K Sell
1,191
-276
-19% -$72.8K 0.01% 484
2024
Q4 		$357K Buy
1,467
+56
+4% +$12.8K 0.02% 408
2024
Q3 		$224K Buy
1,411
+221
+19% +$36.4K 0.01% 435
2024
Q2 		$210K Sell
1,190
-151
-11% -$27K 0.01% 399
2024
Q1 		$262K Sell
1,341
-15
-1% -$3.27K 0.02% 324
2023
Q4 		$323K Buy
1,356
+32
+2% +$6.28K 0.02% 305
2023
Q3 		$267K Buy
1,324
+156
+13% +$29.6K 0.02% 306
2023
Q2 		$196K Buy
1,168
+250
+27% +$40K 0.02% 304
2023
Q1 		$157K Buy
+918
New +$146K 0.01% 352
2022
Q4 		– Sell
-2,200
Closed -$464K – 353
2022
Q3 		$464K Buy
2,200
+118
+6% +$27.6K 0.04% 228
2022
Q2 		$389K Buy
2,082
+534
+34% +$114K 0.03% 248
2022
Q1 		$455K Buy
1,548
+674
+77% +$201K 0.03% 248
2021
Q4 		$333K Buy
874
+77
+10% +$30.9K 0.03% 282
2021
Q3 		$312K Buy
797
+6
+0.8% +$2K 0.03% 271
2021
Q2 		$203K Buy
+791
New +$185K 0.02% 294

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return