GFPC
PPLI

Global Financial Private Client’s People Inc PPLI Stock Holding History

Global Financial Private Client’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
Q4 		– Sell
-262
Closed -$11.6K – 1675
2024
Q3 		$11.6K Buy
+262
New +$10.9K ﹤0.01% 525

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Global Financial Private Client's PPLI Position: Q4 2024 in Review

Global Financial Private Client sold out of People Inc (PPLI) in Q4 2024, closing a stake of 262 shares — an estimated $11.6K sold.

Global Financial Private Client first reported a position in PPLI in Q3 2024 and held it in 1 quarter. The position peaked at $11.6K in Q3 2024. 356 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

  • Global Financial Private Client reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
  • Global Financial Private Client sold 262 People Inc shares in Q4 2024, an estimated $11.6K.
  • Global Financial Private Client first reported a position in People Inc in Q3 2024 and held it in 1 quarter.
  • Global Financial Private Client's People Inc position peaked at $11.6K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on Global Financial Private Client's 13F filing for Q4 2024, filed 14 Jan 2025.