CFGS
PPLI

Concourse Financial Group Securities’s People Inc PPLI Stock Holding History

Concourse Financial Group Securities’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
-98
Closed -$3.32K – 963
2024
Q4 		$3.32K Hold
98
– – ﹤0.01% 1950
2024
Q3 		$4.3K Sell
98
-53
-35% -$2.21K ﹤0.01% 1889
2024
Q2 		$5.81K Hold
151
– – ﹤0.01% 1834
2024
Q1 		$6.61K Hold
151
– – ﹤0.01% 1829
2023
Q4 		$6.5K Sell
151
-126
-45% -$4.93K ﹤0.01% 1784
2023
Q3 		$11.4K Sell
277
-41
-13% -$1.99K ﹤0.01% 1606
2023
Q2 		$16.4K Sell
318
-10
-3% -$458 ﹤0.01% 1510
2023
Q1 		$13.9K Buy
328
+4
+1% +$171 ﹤0.01% 1572
2022
Q4 		$11.8K Sell
324
-165
-34% -$6.53K ﹤0.01% 1607
2022
Q3 		$22K Sell
489
-13,712
-97% -$772K ﹤0.01% 1272
2022
Q2 		$885K Sell
14,201
-404
-3% -$28.5K 0.07% 267
2022
Q1 		$1.2M Sell
14,605
-1,435
-9% -$139K 0.09% 226
2021
Q4 		$1.72M Buy
16,040
+244
+2% +$27.5K 0.1% 207
2021
Q3 		$1.69M Buy
15,796
+3,228
+26% +$356K 0.1% 192
2021
Q2 		$1.59M Sell
12,568
-2,972
-19% -$385K 0.1% 199
2021
Q1 		$1.83M Sell
15,540
-167
-1% -$20.7K 0.13% 143
2020
Q4 		$1.62M Sell
15,707
-2,230
-12% -$171K 0.12% 149
2020
Q3 		$1.17M Buy
+17,937
New +$1.23M 0.1% 169
2020
Q2 		– Sell
-73
Closed -$3.24K – 2159
2020
Q1 		$2K Hold
73
– – ﹤0.01% 1892
2019
Q4 		$3K Buy
+73
New +$2.94K ﹤0.01% 1775
2019
Q3 		– Sell
-73
Closed -$3.12K – 1932
2019
Q2 		$3K Sell
73
-39
-35% -$1.56K ﹤0.01% 1891
2019
Q1 		$4K Sell
112
-33
-23% -$1.22K ﹤0.01% 1815
2018
Q4 		$4K Hold
145
– – ﹤0.01% 1732
2018
Q3 		$6K Buy
+145
New +$4.71K ﹤0.01% 1335

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

Concourse Financial Group Securities's PPLI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of People Inc (PPLI) in Q1 2025, closing a stake of 98 shares — an estimated $3.32K sold.

Concourse Financial Group Securities first reported a position in PPLI in Q3 2018 and held it in 24 quarters. The position peaked at $1.83M in Q1 2021. 338 funds tracked by Wall St. Rank hold PPLI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining People Inc position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 98 People Inc shares in Q1 2025, an estimated $3.32K.
  • Concourse Financial Group Securities first reported a position in People Inc in Q3 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's People Inc position peaked at $1.83M in Q1 2021.
  • 338 funds tracked by Wall St. Rank held People Inc as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.