Baldwin Wealth Partners’s People Inc PPLI Stock Holding History

Baldwin Wealth Partners’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	-2	Closed	-$108	–	594
2024 Q3	$108	Buy	+2	New	+$83	﹤0.01%	1068

Other funds holding PPLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

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

Baldwin Wealth Partners's PPLI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of People Inc (PPLI) in Q4 2024, closing a stake of 2 shares — an estimated $108 sold.

Baldwin Wealth Partners first reported a position in PPLI in Q3 2024 and held it in 1 quarter. The position peaked at $108 in Q3 2024. 356 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

Baldwin Wealth Partners reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 2 People Inc shares in Q4 2024, an estimated $108.
Baldwin Wealth Partners first reported a position in People Inc in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's People Inc position peaked at $108 in Q3 2024.
356 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.