FA
PPLI

FDx Advisors’s People Inc PPLI Stock Holding History

FDx Advisors’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
2023
Q4 		– Sell
-6,946
Closed -$287K – 693
2023
Q3 		$287K Sell
6,946
-1,393
-17% -$67.6K 0.02% 490
2023
Q2 		$430K Buy
+8,339
New +$382K 0.02% 491
2022
Q4 		– Sell
-5,225
Closed -$237K – 765
2022
Q3 		$237K Sell
5,225
-1,907
-27% -$107K 0.01% 636
2022
Q2 		$445K Buy
7,132
+434
+6% +$30.6K 0.02% 514
2022
Q1 		$551K Buy
6,698
+129
+2% +$12.5K 0.02% 480
2021
Q4 		$704K Sell
6,569
-729
-10% -$82.2K 0.02% 438
2021
Q3 		$780K Buy
7,298
+292
+4% +$32.2K 0.02% 387
2021
Q2 		$886K Sell
7,006
-1,851
-21% -$240K 0.03% 360
2021
Q1 		$1.05M Buy
8,857
+1,257
+17% +$156K 0.04% 281
2020
Q4 		$785K Buy
7,600
+1,241
+20% +$95.1K 0.03% 326
2020
Q3 		$416K Buy
+6,359
New +$436K 0.02% 420
2020
Q1 		– Sell
-4,588
Closed -$204K – 571
2019
Q4 		$204K Buy
+4,588
New +$185K 0.01% 590
2019
Q1 		– Sell
-7,235
Closed -$237K – 796
2018
Q4 		$237K Buy
+7,235
New +$243K 0.02% 478
2014
Q2 		– Sell
-15,690
Closed -$200K – 985
2014
Q1 		$200K Buy
+15,690
New +$202K 0.02% 731
2013
Q4 		– Sell
-25,834
Closed -$252K – 662
2013
Q3 		$252K Buy
+25,834
New +$236K 0.03% 500

Other funds holding PPLI

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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

FDx Advisors's PPLI Position: Q4 2023 in Review

FDx Advisors sold out of People Inc (PPLI) in Q4 2023, closing a stake of 6,946 shares — an estimated $287K sold.

FDx Advisors first reported a position in PPLI in Q3 2013 and held it in 15 quarters. The position peaked at $1.05M in Q1 2021. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

  • FDx Advisors reported no remaining People Inc position as of Q4 2023 after selling out during the quarter.
  • FDx Advisors sold 6,946 People Inc shares in Q4 2023, an estimated $287K.
  • FDx Advisors first reported a position in People Inc in Q3 2013 and held it in 15 quarters.
  • FDx Advisors's People Inc position peaked at $1.05M in Q1 2021.
  • 353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on FDx Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.