GWS
PPLI

Glassman Wealth Services’s People Inc PPLI Stock Holding History

Glassman Wealth 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
2024
Q1 		– Sell
-149
Closed -$6.39K – 941
2023
Q4 		$6.39K Sell
149
-151
-50% -$5.92K ﹤0.01% 1007
2023
Q3 		$12.4K Sell
300
-25
-8% -$1.21K ﹤0.01% 793
2023
Q2 		$16.8K Buy
325
+154
+90% +$7.05K ﹤0.01% 671
2023
Q1 		$7.22K Sell
171
-24
-12% -$1.03K ﹤0.01% 899
2022
Q4 		$7.1K Buy
195
+108
+124% +$4.27K ﹤0.01% 930
2022
Q3 		$4K Sell
87
-18
-17% -$1.01K ﹤0.01% 1051
2022
Q2 		$7K Buy
+105
New +$7.41K ﹤0.01% 908
2022
Q1 		– Sell
-76
Closed -$8K – 1774
2021
Q4 		$8K Buy
76
+8
+12% +$902 ﹤0.01% 865
2021
Q3 		$7K Sell
68
-3
-4% -$331 ﹤0.01% 861
2021
Q2 		$9K Sell
71
-35
-33% -$4.53K ﹤0.01% 777
2021
Q1 		$13K Buy
106
+7
+7% +$869 ﹤0.01% 650
2020
Q4 		$10K Hold
99
– – ﹤0.01% 714
2020
Q3 		$6K Buy
+99
New +$6.79K ﹤0.01% 737
2020
Q2 		– Sell
-257
Closed -$8K – 1364
2020
Q1 		$8K Buy
257
+33
+15% +$1.31K ﹤0.01% 455
2019
Q4 		$10K Hold
224
– – ﹤0.01% 481
2019
Q3 		$9K Hold
224
– – ﹤0.01% 459
2019
Q2 		$9K Hold
224
– – ﹤0.01% 473
2019
Q1 		$8K Hold
224
– – ﹤0.01% 477
2018
Q4 		$7K Hold
224
– – ﹤0.01% 397
2018
Q3 		$9K Buy
+224
New +$7.27K ﹤0.01% 405

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

Glassman Wealth Services's PPLI Position: Q1 2024 in Review

Glassman Wealth Services sold out of People Inc (PPLI) in Q1 2024, closing a stake of 149 shares — an estimated $6.39K sold.

Glassman Wealth Services first reported a position in PPLI in Q3 2018 and held it in 20 quarters. The position peaked at $16.8K in Q2 2023. 365 funds tracked by Wall St. Rank hold PPLI as of Q1 2024.

  • Glassman Wealth Services reported no remaining People Inc position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 149 People Inc shares in Q1 2024, an estimated $6.39K.
  • Glassman Wealth Services first reported a position in People Inc in Q3 2018 and held it in 20 quarters.
  • Glassman Wealth Services's People Inc position peaked at $16.8K in Q2 2023.
  • 365 funds tracked by Wall St. Rank held People Inc as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.