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Diversify Wealth Management’s Purple Innovation PRPL Stock Holding History

Diversify Wealth Management’s Portfolio PRPL Stock Details PRPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,323
Closed -$31K – 534
2024
Q3 		$31K Hold
1,323
– – ﹤0.01% 465
2024
Q2 		$39K Buy
+1,323
New +$46.5K ﹤0.01% 428

Other funds holding PRPL

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Diversify Wealth Management's PRPL Position: Q4 2024 in Review

Diversify Wealth Management sold out of Purple Innovation (PRPL) in Q4 2024, closing a stake of 1,323 shares — an estimated $31K sold.

Diversify Wealth Management first reported a position in PRPL in Q2 2024 and held it in 2 quarters. The position peaked at $39K in Q2 2024. 83 funds tracked by Wall St. Rank hold PRPL as of Q4 2024.

  • Diversify Wealth Management reported no remaining Purple Innovation position as of Q4 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 1,323 Purple Innovation shares in Q4 2024, an estimated $31K.
  • Diversify Wealth Management first reported a position in Purple Innovation in Q2 2024 and held it in 2 quarters.
  • Diversify Wealth Management's Purple Innovation position peaked at $39K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held Purple Innovation as of Q4 2024.

Based on Diversify Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.