BAM
PPLI

Belpointe Asset Management’s People Inc PPLI Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,151
Closed -$48.7K – 1821
2023
Q1 		$48.7K Buy
1,151
+158
+16% +$6.77K ﹤0.01% 1714
2022
Q4 		$36.2K Buy
+993
New +$39.3K ﹤0.01% 1806
2022
Q1 		– Sell
-1,035
Closed -$112K – 1257
2021
Q4 		$112K Buy
1,035
+49
+5% +$5.53K 0.01% 1145
2021
Q3 		$107K Buy
986
+32
+3% +$3.53K 0.01% 1127
2021
Q2 		$121K Sell
954
-633
-40% -$82K 0.01% 1048
2021
Q1 		$187K Buy
1,587
+211
+15% +$26.2K 0.02% 775
2020
Q4 		$143K Buy
+1,376
New +$105K 0.01% 817
2020
Q3 		– Sell
-8,147
Closed -$471K – 799
2020
Q2 		$471K Sell
8,147
-179
-2% -$7.95K 0.06% 322
2020
Q1 		$267K Sell
8,326
-3,049
-27% -$121K 0.05% 370
2019
Q4 		$506K Buy
11,375
+1,091
+11% +$44K 0.06% 319
2019
Q3 		$401K Sell
10,284
-10,872
-51% -$464K 0.06% 336
2019
Q2 		$822K Buy
21,156
+10,653
+101% +$425K 0.16% 136
2019
Q1 		$394K Sell
10,503
-15,404
-59% -$570K 0.08% 202
2018
Q4 		$847K Buy
25,907
+15,214
+142% +$511K 0.21% 98
2018
Q3 		$414K Buy
+10,693
New +$347K 0.07% 296
2018
Q2 		– Sell
-7,274
Closed -$203K – 363
2018
Q1 		$203K Buy
+7,274
New +$192K 0.06% 313

Other funds holding PPLI

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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Belpointe Asset Management's PPLI Position: Q2 2023 in Review

Belpointe Asset Management sold out of People Inc (PPLI) in Q2 2023, closing a stake of 1,151 shares — an estimated $48.7K sold.

Belpointe Asset Management first reported a position in PPLI in Q1 2018 and held it in 16 quarters. The position peaked at $847K in Q4 2018. 372 funds tracked by Wall St. Rank hold PPLI as of Q2 2023.

  • Belpointe Asset Management reported no remaining People Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,151 People Inc shares in Q2 2023, an estimated $48.7K.
  • Belpointe Asset Management first reported a position in People Inc in Q1 2018 and held it in 16 quarters.
  • Belpointe Asset Management's People Inc position peaked at $847K in Q4 2018.
  • 372 funds tracked by Wall St. Rank held People Inc as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.