CWP
PPLI

Concord Wealth Partners’s People Inc PPLI Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-29
Closed -$1.03K – 878
2024
Q4 		$1.03K Hold
29
– – ﹤0.01% 795
2024
Q3 		$1.29K Buy
+29
New +$1.21K ﹤0.01% 798
2023
Q1 		– Sell
-11
Closed -$402 – 1106
2022
Q4 		$402 Buy
+11
New +$435 ﹤0.01% 1166
2022
Q3 		– Sell
-23
Closed -$1K – 593
2022
Q2 		$1K Sell
23
-118
-84% -$8.32K ﹤0.01% 1142
2022
Q1 		$12K Sell
141
-121
-46% -$11.8K ﹤0.01% 734
2021
Q4 		$28K Buy
262
+211
+414% +$23.8K 0.01% 571
2021
Q3 		$5K Sell
51
-411
-89% -$45.3K ﹤0.01% 582
2021
Q2 		$58K Buy
462
+240
+108% +$31.1K 0.02% 331
2021
Q1 		$26K Buy
+222
New +$27.6K 0.01% 434

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
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Concord Wealth Partners's PPLI Position: Q1 2025 in Review

Concord Wealth Partners sold out of People Inc (PPLI) in Q1 2025, closing a stake of 29 shares — an estimated $1.03K sold.

Concord Wealth Partners first reported a position in PPLI in Q1 2021 and held it in 9 quarters. The position peaked at $58K in Q2 2021. 337 funds tracked by Wall St. Rank hold PPLI as of Q1 2025.

  • Concord Wealth Partners reported no remaining People Inc position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 29 People Inc shares in Q1 2025, an estimated $1.03K.
  • Concord Wealth Partners first reported a position in People Inc in Q1 2021 and held it in 9 quarters.
  • Concord Wealth Partners's People Inc position peaked at $58K in Q2 2021.
  • 337 funds tracked by Wall St. Rank held People Inc as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.