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Venturi Wealth Management’s Wipro WIT Stock Holding History

Venturi Wealth Management’s Portfolio WIT Stock Details WIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,902
Closed -$45.7K – 1848
2024
Q4 		$45.7K Buy
12,902
+9,680
+300% +$33.1K ﹤0.01% 1047
2024
Q3 		$10.4K Buy
+3,222
New +$10.1K ﹤0.01% 1185

Other funds holding WIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Venturi Wealth Management sold out of Wipro (WIT) in Q1 2025, closing a stake of 12,902 shares — an estimated $45.7K sold.

Venturi Wealth Management first reported a position in WIT in Q3 2024 and held it in 2 quarters. The position peaked at $45.7K in Q4 2024. 296 funds tracked by Wall St. Rank hold WIT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Wipro position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 12,902 Wipro shares in Q1 2025, an estimated $45.7K.
  • Venturi Wealth Management first reported a position in Wipro in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Wipro position peaked at $45.7K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held Wipro as of Q1 2025.

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