VWM
TPIC

Venturi Wealth Management’s TPI Composites TPIC Stock Holding History

Venturi Wealth Management’s Portfolio TPIC Stock Details TPIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,004
Closed -$4.57K – 2052
2024
Q3 		$4.57K Buy
+1,004
New +$4.11K ﹤0.01% 1459

Other funds holding TPIC

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.32B AUM 24.91% 1-Year Est. Return

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

Venturi Wealth Management sold out of TPI Composites (TPIC) in Q4 2024, closing a stake of 1,004 shares — an estimated $4.57K sold.

Venturi Wealth Management first reported a position in TPIC in Q3 2024 and held it in 1 quarter. The position peaked at $4.57K in Q3 2024. 124 funds tracked by Wall St. Rank hold TPIC as of Q4 2024.

  • Venturi Wealth Management reported no remaining TPI Composites position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 1,004 TPI Composites shares in Q4 2024, an estimated $4.57K.
  • Venturi Wealth Management first reported a position in TPI Composites in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's TPI Composites position peaked at $4.57K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held TPI Composites as of Q4 2024.

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