CFO
PPLI

CVA Family Office’s People Inc PPLI Stock Holding History

CVA Family Office’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
Q2 		– Sell
-13
Closed -$505 – 1358
2025
Q1 		$505 Buy
+13
New +$474 ﹤0.01% 1266
2024
Q4 		– Sell
-12
Closed -$538 – 1313
2024
Q3 		$538 Hold
12
– – ﹤0.01% 1199
2024
Q2 		$469 Buy
+12
New +$496 ﹤0.01% 1235
2024
Q1 		– Sell
-55
Closed -$2.36K – 1067
2023
Q4 		$2.36K Buy
+55
New +$2.15K ﹤0.01% 891
2023
Q3 		– Sell
-55
Closed -$2.83K – 557
2023
Q2 		$2.83K Sell
55
-140
-72% -$6.41K ﹤0.01% 861
2023
Q1 		$8.26K Buy
195
+12
+7% +$514 ﹤0.01% 711
2022
Q4 		$6.66K Buy
183
+122
+200% +$4.83K ﹤0.01% 707
2022
Q3 		$3K Buy
+61
New +$3.43K ﹤0.01% 779
2022
Q2 		– Sell
-18
Closed -$2K – 941
2022
Q1 		$2K Buy
+18
New +$1.75K ﹤0.01% 873
2021
Q3 		– Sell
-23
Closed -$3K – 588
2021
Q2 		$3K Buy
+23
New +$2.98K ﹤0.01% 837

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

CVA Family Office's PPLI Position: Q2 2025 in Review

CVA Family Office sold out of People Inc (PPLI) in Q2 2025, closing a stake of 13 shares — an estimated $505 sold.

CVA Family Office first reported a position in PPLI in Q2 2021 and held it in 10 quarters. The position peaked at $8.26K in Q1 2023. 345 funds tracked by Wall St. Rank hold PPLI as of Q2 2025.

  • CVA Family Office reported no remaining People Inc position as of Q2 2025 after selling out during the quarter.
  • CVA Family Office sold 13 People Inc shares in Q2 2025, an estimated $505.
  • CVA Family Office first reported a position in People Inc in Q2 2021 and held it in 10 quarters.
  • CVA Family Office's People Inc position peaked at $8.26K in Q1 2023.
  • 345 funds tracked by Wall St. Rank held People Inc as of Q2 2025.

Based on CVA Family Office's 13F filing for Q2 2025, filed 31 Jul 2025.