CPA
PPLI

Capital Performance Advisors’s People Inc PPLI Stock Holding History

Capital Performance Advisors’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
-96
Closed -$4.25K – 1303
2024
Q3 		$4.25K Buy
+96
New +$4K ﹤0.01% 1181

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

Capital Performance Advisors's PPLI Position: Q4 2024 in Review

Capital Performance Advisors sold out of People Inc (PPLI) in Q4 2024, closing a stake of 96 shares — an estimated $4.25K sold.

Capital Performance Advisors first reported a position in PPLI in Q3 2024 and held it in 1 quarter. The position peaked at $4.25K in Q3 2024. 356 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

  • Capital Performance Advisors reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 96 People Inc shares in Q4 2024, an estimated $4.25K.
  • Capital Performance Advisors first reported a position in People Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's People Inc position peaked at $4.25K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.