VWM
PPLI

Venturi Wealth Management’s People Inc PPLI Stock Holding History

Venturi Wealth Management’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-79
Closed -$2.81K – 1160
2024
Q4 		$2.81K Sell
79
-338
-81% -$13.5K ﹤0.01% 1808
2024
Q3 		$18.4K Buy
417
+27
+7% +$1.13K ﹤0.01% 1038
2024
Q2 		$15K Buy
+390
New +$16.1K ﹤0.01% 1004
2023
Q4 		– Sell
-72
Closed -$2.97K – 1380
2023
Q3 		$2.97K Hold
72
– – ﹤0.01% 1086
2023
Q2 		$3.71K Hold
72
– – ﹤0.01% 803
2023
Q1 		$3.04K Buy
+72
New +$3.08K ﹤0.01% 928

Other funds holding PPLI

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Venturi Wealth Management sold out of People Inc (PPLI) in Q1 2025, closing a stake of 79 shares — an estimated $2.81K sold.

Venturi Wealth Management first reported a position in PPLI in Q1 2023 and held it in 6 quarters. The position peaked at $18.4K in Q3 2024. 337 funds tracked by Wall St. Rank hold PPLI as of Q1 2025.

  • Venturi Wealth Management reported no remaining People Inc position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 79 People Inc shares in Q1 2025, an estimated $2.81K.
  • Venturi Wealth Management first reported a position in People Inc in Q1 2023 and held it in 6 quarters.
  • Venturi Wealth Management's People Inc position peaked at $18.4K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held People Inc as of Q1 2025.

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