FinTrust Capital Advisors’s People Inc PPLI Stock Holding History

FinTrust Capital 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 Q3	$0	Hold	9	–	–	﹤0.01%	1403
2024 Q2	$0	Hold	9	–	–	﹤0.01%	1393
2024 Q1	$374	Hold	9	–	–	﹤0.01%	1221
2023 Q4	$367	Hold	9	–	–	﹤0.01%	1201
2023 Q3	$353	Hold	9	–	–	﹤0.01%	1182
2023 Q2	$311	Hold	9	–	–	﹤0.01%	1162
2023 Q1	$311	Hold	9	–	–	﹤0.01%	1151
2022 Q4	$311	Hold	9	–	–	﹤0.01%	1149
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1241
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	1169
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	1173
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	1147
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	1129
2021 Q2	$1K	Sell	9 -4	-31%	-$518	﹤0.01%	1142
2021 Q1	$2K	Hold	13	–	–	﹤0.01%	1097
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	1046
2020 Q3	$1	Sell	13 -26	-67%	-$1.78K	﹤0.01%	1102
2020 Q2	$2K	Hold	39	–	–	﹤0.01%	929
2020 Q1	$1K	Hold	39	–	–	﹤0.01%	1068
2019 Q4	$2K	Hold	39	–	–	﹤0.01%	996
2019 Q3	$2K	Hold	39	–	–	﹤0.01%	988
2019 Q2	$2K	Buy	+39	New	+$1.56K	﹤0.01%	953

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

FinTrust Capital Advisors's PPLI Position: Q3 2024 in Review

FinTrust Capital Advisors held its People Inc (PPLI) position steady in Q3 2024 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

FinTrust Capital Advisors first reported a position in PPLI in Q2 2019 and has held it in 22 quarters since. The position peaked at $2K in Q1 2021. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

FinTrust Capital Advisors held 9 shares of People Inc worth $0 as of Q3 2024.
FinTrust Capital Advisors left its People Inc share count unchanged in Q3 2024.
People Inc made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1403 holding.
FinTrust Capital Advisors first reported a position in People Inc in Q2 2019 and has held it in 22 quarters since.
FinTrust Capital Advisors's People Inc position peaked at $2K in Q1 2021.
366 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.