Baystate Wealth Management’s People Inc PPLI Stock Holding History

Baystate 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
2023 Q4	$210	Hold	5	–	–	﹤0.01%	1263
2023 Q3	$202	Hold	5	–	–	﹤0.01%	983
2023 Q2	$251	Hold	5	–	–	﹤0.01%	1001
2023 Q1	$206	Hold	5	–	–	﹤0.01%	1004
2022 Q4	$0	Hold	5	–	–	﹤0.01%	957
2022 Q3	$0	Hold	5	–	–	﹤0.01%	911
2022 Q2	$0	Hold	5	–	–	﹤0.01%	923
2022 Q1	$0	Hold	5	–	–	﹤0.01%	905
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	826
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	764
2021 Q2	$1K	Sell	5 -2	-29%	-$259	﹤0.01%	732
2021 Q1	$1K	Buy	+7	New	+$869	﹤0.01%	661

Other funds holding PPLI

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

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

FCM

Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Baystate Wealth Management's PPLI Position: Q4 2023 in Review

Baystate Wealth Management held its People Inc (PPLI) position steady in Q4 2023 at 5 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Baystate Wealth Management first reported a position in PPLI in Q1 2021 and has held it in 12 quarters since. The position peaked at $1K in Q4 2021. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

Baystate Wealth Management held 5 shares of People Inc worth $210 as of Q4 2023.
Baystate Wealth Management left its People Inc share count unchanged in Q4 2023.
People Inc made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1263 holding.
Baystate Wealth Management first reported a position in People Inc in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's People Inc position peaked at $1K in Q4 2021.
353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.