VWM
PIM

Venturi Wealth Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Venturi Wealth Management’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,076
Closed -$3.51K – 1484
2024
Q4 		$3.51K Buy
+1,076
New +$3.54K ﹤0.01% 1781

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Venturi Wealth Management sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2025, closing a stake of 1,076 shares — an estimated $3.51K sold.

Venturi Wealth Management first reported a position in PIM in Q4 2024 and held it in 1 quarter. The position peaked at $3.51K in Q4 2024. 58 funds tracked by Wall St. Rank hold PIM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,076 Franklin Master Intermediate Income Trust shares in Q1 2025, an estimated $3.51K.
  • Venturi Wealth Management first reported a position in Franklin Master Intermediate Income Trust in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Franklin Master Intermediate Income Trust position peaked at $3.51K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2025.

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