CNBTD
PPLI

Citizens National Bank Trust Department’s People Inc PPLI Stock Holding History

Citizens National Bank Trust Department’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
-98
Closed -$4.31K – 354
2024
Q3 		$4.31K Hold
98
– – ﹤0.01% 329
2024
Q2 		$3.75K Hold
98
– – ﹤0.01% 332
2024
Q1 		$4.27K Buy
+98
New +$4.23K ﹤0.01% 319

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

Citizens National Bank Trust Department's PPLI Position: Q4 2024 in Review

Citizens National Bank Trust Department sold out of People Inc (PPLI) in Q4 2024, closing a stake of 98 shares — an estimated $4.31K sold.

Citizens National Bank Trust Department first reported a position in PPLI in Q1 2024 and held it in 3 quarters. The position peaked at $4.31K in Q3 2024. 357 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

  • Citizens National Bank Trust Department reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
  • Citizens National Bank Trust Department sold 98 People Inc shares in Q4 2024, an estimated $4.31K.
  • Citizens National Bank Trust Department first reported a position in People Inc in Q1 2024 and held it in 3 quarters.
  • Citizens National Bank Trust Department's People Inc position peaked at $4.31K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on Citizens National Bank Trust Department's 13F filing for Q4 2024, filed 3 Feb 2025.