Financial Gravity Asset Management’s People Inc PPLI Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-1	Closed	-$58	–	1911
2024 Q1	$58	Buy	+1	New	+$43	﹤0.01%	1798
2023 Q3	–	Sell	-77	Closed	-$69	–	1485
2023 Q2	$69	Buy	+77	New	+$3.53K	﹤0.01%	1354
2023 Q1	–	Sell	-54	Closed	-$71	–	1379
2022 Q4	$71	Buy	+54	New	+$2.14K	﹤0.01%	1180
2022 Q3	–	Sell	-1,760	Closed	-$3.54K	–	859
2022 Q2	$3.54K	Sell	1,760 -556	-24%	-$39.2K	0.11%	194
2022 Q1	$9.31K	Buy	2,316 +2,156	+1,348%	+$209K	0.26%	86
2021 Q4	$9	Buy	+160	New	+$18K	﹤0.01%	864
2021 Q3	–	Hold	0	–	–	–	280
2021 Q2	–	Hold	0	–	–	–	239

Other funds holding PPLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 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

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Financial Gravity Asset Management's PPLI Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of People Inc (PPLI) in Q2 2024, closing a stake of 1 share — an estimated $58 sold.

Financial Gravity Asset Management first reported a position in PPLI in Q4 2021 and held it in 6 quarters. The position peaked at $9.31K in Q1 2022. 357 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

Financial Gravity Asset Management reported no remaining People Inc position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 People Inc share in Q2 2024, an estimated $58.
Financial Gravity Asset Management first reported a position in People Inc in Q4 2021 and held it in 6 quarters.
Financial Gravity Asset Management's People Inc position peaked at $9.31K in Q1 2022.
357 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.