FSWA
PPLI

Financial Synergies Wealth Advisors’s People Inc PPLI Stock Holding History

Financial Synergies Wealth 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
2024
Q2 		– Sell
-28
Closed -$1.23K – 237
2024
Q1 		$1.23K Sell
28
-5
-15% -$216 ﹤0.01% 378
2023
Q4 		$1.2K Buy
33
+5
+18% +$196 ﹤0.01% 307
2023
Q3 		$1.16K Hold
28
– – ﹤0.01% 355
2023
Q2 		$1.45K Sell
28
-5
-15% -$229 ﹤0.01% 326
2023
Q1 		$1.39K Hold
33
– – ﹤0.01% 344
2022
Q4 		$1.2K Buy
+33
New +$1.3K ﹤0.01% 307

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
UBS AM
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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
State Street
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 Synergies Wealth Advisors's PPLI Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of People Inc (PPLI) in Q2 2024, closing a stake of 28 shares — an estimated $1.23K sold.

Financial Synergies Wealth Advisors first reported a position in PPLI in Q4 2022 and held it in 6 quarters. The position peaked at $1.45K in Q2 2023. 357 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining People Inc position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 28 People Inc shares in Q2 2024, an estimated $1.23K.
  • Financial Synergies Wealth Advisors first reported a position in People Inc in Q4 2022 and held it in 6 quarters.
  • Financial Synergies Wealth Advisors's People Inc position peaked at $1.45K in Q2 2023.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.