GSIAS
PPLI

Garden State Investment Advisory Services’s People Inc PPLI Stock Holding History

Garden State Investment Advisory Services’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
2025
Q2 		– Sell
-16,987
Closed -$640K – 321
2025
Q1 		$640K Buy
16,987
+678
+4% +$24.7K 0.21% 101
2024
Q4 		$577K Sell
16,309
-3,218
-16% -$129K 0.17% 110
2024
Q3 		$862K Buy
19,527
+216
+1% +$9K 0.28% 76
2024
Q2 		$742K Sell
19,311
-95
-0.5% -$3.92K 0.26% 78
2024
Q1 		$849K Buy
19,406
+1,109
+6% +$47.9K 0.31% 69
2023
Q4 		$786K Buy
18,297
+239
+1% +$9.36K 0.31% 72
2023
Q3 		$746K Sell
18,058
-47
-0.3% -$2.28K 0.34% 64
2023
Q2 		$933K Buy
18,105
+892
+5% +$40.9K 0.37% 54
2023
Q1 		$729K Buy
17,213
+4,401
+34% +$188K 0.31% 65
2022
Q4 		$467K Buy
+12,812
New +$507K 0.28% 87

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Garden State Investment Advisory Services's PPLI Position: Q2 2025 in Review

Garden State Investment Advisory Services sold out of People Inc (PPLI) in Q2 2025, closing a stake of 16,987 shares — an estimated $640K sold.

Garden State Investment Advisory Services first reported a position in PPLI in Q4 2022 and held it in 10 quarters. The position peaked at $933K in Q2 2023. 345 funds tracked by Wall St. Rank hold PPLI as of Q2 2025.

  • Garden State Investment Advisory Services reported no remaining People Inc position as of Q2 2025 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 16,987 People Inc shares in Q2 2025, an estimated $640K.
  • Garden State Investment Advisory Services first reported a position in People Inc in Q4 2022 and held it in 10 quarters.
  • Garden State Investment Advisory Services's People Inc position peaked at $933K in Q2 2023.
  • 345 funds tracked by Wall St. Rank held People Inc as of Q2 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.