CAS
PPLI

Coppell Advisory Solutions’s People Inc PPLI Stock Holding History

Coppell Advisory Solutions’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
-28
Closed -$983 – 1023
2024
Q4 		$983 Hold
28
– – ﹤0.01% 1673
2024
Q3 		$1.26K Hold
28
– – ﹤0.01% 1536
2024
Q2 		$1.08K Buy
+28
New +$1.16K ﹤0.01% 1491
2023
Q4 		$1.21K Buy
+28
New +$1.1K ﹤0.01% 1386
2023
Q3 		– Sell
-34
Closed -$1.77K – 1345
2023
Q2 		$1.77K Buy
+34
New +$1.56K ﹤0.01% 1037

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

Coppell Advisory Solutions's PPLI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of People Inc (PPLI) in Q1 2025, closing a stake of 28 shares — an estimated $983 sold.

Coppell Advisory Solutions first reported a position in PPLI in Q2 2023 and held it in 5 quarters. The position peaked at $1.77K in Q2 2023. 337 funds tracked by Wall St. Rank hold PPLI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining People Inc position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 28 People Inc shares in Q1 2025, an estimated $983.
  • Coppell Advisory Solutions first reported a position in People Inc in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's People Inc position peaked at $1.77K in Q2 2023.
  • 337 funds tracked by Wall St. Rank held People Inc as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.