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Venturi Wealth Management’s York Water YORW Stock Holding History

Venturi Wealth Management’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-358
Closed -$11.7K – 1880
2024
Q4 		$11.7K Buy
+358
New +$12.8K ﹤0.01% 1390

Other funds holding YORW

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Venturi Wealth Management sold out of York Water (YORW) in Q1 2025, closing a stake of 358 shares — an estimated $11.7K sold.

Venturi Wealth Management first reported a position in YORW in Q4 2024 and held it in 1 quarter. The position peaked at $11.7K in Q4 2024. 168 funds tracked by Wall St. Rank hold YORW as of Q1 2025.

  • Venturi Wealth Management reported no remaining York Water position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 358 York Water shares in Q1 2025, an estimated $11.7K.
  • Venturi Wealth Management first reported a position in York Water in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's York Water position peaked at $11.7K in Q4 2024.
  • 168 funds tracked by Wall St. Rank held York Water as of Q1 2025.

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