VWM
WTTR icon

Venturi Wealth Management’s Select Water Solutions WTTR Stock Holding History

Venturi Wealth Management’s Portfolio WTTR Stock Details WTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-392
Closed -$5.19K – 1862
2024
Q4 		$5.19K Hold
392
– – ﹤0.01% 1646
2024
Q3 		$4.36K Buy
+392
New +$4.31K ﹤0.01% 1498

Other funds holding WTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Venturi Wealth Management sold out of Select Water Solutions (WTTR) in Q1 2025, closing a stake of 392 shares — an estimated $5.19K sold.

Venturi Wealth Management first reported a position in WTTR in Q3 2024 and held it in 2 quarters. The position peaked at $5.19K in Q4 2024. 246 funds tracked by Wall St. Rank hold WTTR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Select Water Solutions position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 392 Select Water Solutions shares in Q1 2025, an estimated $5.19K.
  • Venturi Wealth Management first reported a position in Select Water Solutions in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Select Water Solutions position peaked at $5.19K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Select Water Solutions as of Q1 2025.

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