VWM
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Venturi Wealth Management’s UWM Holdings UWMC Stock Holding History

Venturi Wealth Management’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-850
Closed -$4.76K – 1432
2023
Q2 		$4.76K Hold
850
– – ﹤0.01% 766
2023
Q1 		$4.17K Buy
+850
New +$3.73K ﹤0.01% 864

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Venturi Wealth Management's UWMC Position: Q3 2023 in Review

Venturi Wealth Management sold out of UWM Holdings (UWMC) in Q3 2023, closing a stake of 850 shares — an estimated $4.76K sold.

Venturi Wealth Management first reported a position in UWMC in Q1 2023 and held it in 2 quarters. The position peaked at $4.76K in Q2 2023. 165 funds tracked by Wall St. Rank hold UWMC as of Q3 2023.

  • Venturi Wealth Management reported no remaining UWM Holdings position as of Q3 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 850 UWM Holdings shares in Q3 2023, an estimated $4.76K.
  • Venturi Wealth Management first reported a position in UWM Holdings in Q1 2023 and held it in 2 quarters.
  • Venturi Wealth Management's UWM Holdings position peaked at $4.76K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2023.

Based on Venturi Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.