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Venturi Wealth Management’s Velocity Financial VEL Stock Holding History

Venturi Wealth Management’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-281
Closed -$5.5K – 1785
2024
Q4 		$5.5K Hold
281
– – ﹤0.01% 1625
2024
Q3 		$5.51K Buy
+281
New +$5.3K ﹤0.01% 1368

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's VEL Position: Q1 2025 in Review

Venturi Wealth Management sold out of Velocity Financial (VEL) in Q1 2025, closing a stake of 281 shares — an estimated $5.5K sold.

Venturi Wealth Management first reported a position in VEL in Q3 2024 and held it in 2 quarters. The position peaked at $5.51K in Q3 2024. 81 funds tracked by Wall St. Rank hold VEL as of Q1 2025.

  • Venturi Wealth Management reported no remaining Velocity Financial position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 281 Velocity Financial shares in Q1 2025, an estimated $5.5K.
  • Venturi Wealth Management first reported a position in Velocity Financial in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Velocity Financial position peaked at $5.51K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.