AWS
PPLI

Atria Wealth Solutions’s People Inc PPLI Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-24,880
Closed -$938K – 1674
2025
Q1 		$938K Hold
24,880
– – 0.01% 916
2024
Q4 		$880K Buy
24,880
+244
+1% +$9.78K 0.01% 975
2024
Q3 		$1.09M Buy
24,636
+1,097
+5% +$45.7K 0.01% 881
2024
Q2 		$905K Sell
23,539
-4,096
-15% -$169K 0.01% 940
2024
Q1 		$1.21M Buy
+27,635
New +$1.19M 0.01% 831
2022
Q2 		– Sell
-2,826
Closed -$232K – 1754
2022
Q1 		$232K Buy
+2,826
New +$275K ﹤0.01% 1480

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

Atria Wealth Solutions's PPLI Position: Q2 2025 in Review

Atria Wealth Solutions sold out of People Inc (PPLI) in Q2 2025, closing a stake of 24,880 shares — an estimated $938K sold.

Atria Wealth Solutions first reported a position in PPLI in Q1 2022 and held it in 6 quarters. The position peaked at $1.21M in Q1 2024. 346 funds tracked by Wall St. Rank hold PPLI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining People Inc position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 24,880 People Inc shares in Q2 2025, an estimated $938K.
  • Atria Wealth Solutions first reported a position in People Inc in Q1 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's People Inc position peaked at $1.21M in Q1 2024.
  • 346 funds tracked by Wall St. Rank held People Inc as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.