AW
PPLI

Avion Wealth’s People Inc PPLI Stock Holding History

Avion Wealth’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
2024
Q4 		– Sell
-27
Closed -$1K – 1134
2024
Q3 		$1K Hold
27
– – ﹤0.01% 820
2024
Q2 		$1K Buy
27
+12
+80% +$496 ﹤0.01% 743
2024
Q1 		$1K Hold
15
– – ﹤0.01% 976
2023
Q4 		$1K Buy
+15
New +$588 ﹤0.01% 827
2020
Q2 		– Sell
-173
Closed -$6K – 282
2020
Q1 		$6K Buy
+173
New +$6.85K ﹤0.01% 192

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Avion Wealth's PPLI Position: Q4 2024 in Review

Avion Wealth sold out of People Inc (PPLI) in Q4 2024, closing a stake of 27 shares — an estimated $1K sold.

Avion Wealth first reported a position in PPLI in Q1 2020 and held it in 5 quarters. The position peaked at $6K in Q1 2020. 356 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

  • Avion Wealth reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
  • Avion Wealth sold 27 People Inc shares in Q4 2024, an estimated $1K.
  • Avion Wealth first reported a position in People Inc in Q1 2020 and held it in 5 quarters.
  • Avion Wealth's People Inc position peaked at $6K in Q1 2020.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on Avion Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.