BEI
PPLI

Benjamin Edwards Inc’s People Inc PPLI Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-785
Closed -$32K – 647
2023
Q3 		$32K Buy
785
+1
+0.1% +$49 0.01% 496
2023
Q2 		$40K Sell
784
-78
-9% -$3.57K 0.01% 479
2023
Q1 		$36K Buy
862
+106
+14% +$4.54K 0.01% 491
2022
Q4 		$28K Buy
756
+126
+20% +$4.98K 0.01% 468
2022
Q3 		$29K Buy
630
+27
+4% +$1.52K 0.01% 470
2022
Q2 		$38K Buy
603
+128
+27% +$9.03K 0.01% 452
2022
Q1 		$39K Buy
475
+470
+9,400% +$45.7K 0.01% 476
2021
Q4 		$1K Buy
+5
New +$564 ﹤0.01% 695

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
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
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

Benjamin Edwards Inc's PPLI Position: Q4 2023 in Review

Benjamin Edwards Inc sold out of People Inc (PPLI) in Q4 2023, closing a stake of 785 shares — an estimated $32K sold.

Benjamin Edwards Inc first reported a position in PPLI in Q4 2021 and held it in 8 quarters. The position peaked at $40K in Q2 2023. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

  • Benjamin Edwards Inc reported no remaining People Inc position as of Q4 2023 after selling out during the quarter.
  • Benjamin Edwards Inc sold 785 People Inc shares in Q4 2023, an estimated $32K.
  • Benjamin Edwards Inc first reported a position in People Inc in Q4 2021 and held it in 8 quarters.
  • Benjamin Edwards Inc's People Inc position peaked at $40K in Q2 2023.
  • 353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on Benjamin Edwards Inc's 13F filing for Q4 2023, filed 6 Feb 2024.