Venturi Wealth Management’s Thoughtworks Holding, Inc. Common Stock TWKS Stock Holding History

Venturi Wealth Management’s Portfolio TWKS Stock Details TWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,414	Closed	-$6.25K	–	2087
2024 Q3	$6.25K	Buy	+1,414	New	+$5.43K	﹤0.01%	1330

Other funds holding TWKS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Venturi Wealth Management sold out of Thoughtworks Holding, Inc. Common Stock (TWKS) in Q4 2024, closing a stake of 1,414 shares — an estimated $6.25K sold.

Venturi Wealth Management first reported a position in TWKS in Q3 2024 and held it in 1 quarter. The position peaked at $6.25K in Q3 2024. 1 fund tracked by Wall St. Rank holds TWKS as of Q4 2024.

Venturi Wealth Management reported no remaining Thoughtworks Holding, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
Venturi Wealth Management sold 1,414 Thoughtworks Holding, Inc. Common Stock shares in Q4 2024, an estimated $6.25K.
Venturi Wealth Management first reported a position in Thoughtworks Holding, Inc. Common Stock in Q3 2024 and held it in 1 quarter.
Venturi Wealth Management's Thoughtworks Holding, Inc. Common Stock position peaked at $6.25K in Q3 2024.
1 fund tracked by Wall St. Rank held Thoughtworks Holding, Inc. Common Stock as of Q4 2024.

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