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Venturi Wealth Management’s Vital Farms VITL Stock Holding History

Venturi Wealth Management’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-44
Closed -$1.54K – 2060
2024
Q3 		$1.54K Buy
44
+22
+100% +$778 ﹤0.01% 1711
2024
Q2 		$1.03K Sell
22
-77
-78% -$2.66K ﹤0.01% 1482
2024
Q1 		$2.3K Buy
+99
New +$1.73K ﹤0.01% 1234

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ACI
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

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

Venturi Wealth Management sold out of Vital Farms (VITL) in Q4 2024, closing a stake of 44 shares — an estimated $1.54K sold.

Venturi Wealth Management first reported a position in VITL in Q1 2024 and held it in 3 quarters. The position peaked at $2.3K in Q1 2024. 258 funds tracked by Wall St. Rank hold VITL as of Q4 2024.

  • Venturi Wealth Management reported no remaining Vital Farms position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 44 Vital Farms shares in Q4 2024, an estimated $1.54K.
  • Venturi Wealth Management first reported a position in Vital Farms in Q1 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Vital Farms position peaked at $2.3K in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Vital Farms as of Q4 2024.

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