HWA
PPLI

Heritage Wealth Advisors’s People Inc PPLI Stock Holding History

Heritage 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
-2
Closed -$107 – 523
2024
Q1 		$107 Hold
2
– – ﹤0.01% 531
2023
Q4 		$105 Hold
2
– – ﹤0.01% 539
2023
Q3 		$101 Hold
2
– – ﹤0.01% 505
2023
Q2 		$126 Buy
+2
New +$92 ﹤0.01% 543

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

Heritage Wealth Advisors's PPLI Position: Q2 2024 in Review

Heritage Wealth Advisors sold out of People Inc (PPLI) in Q2 2024, closing a stake of 2 shares — an estimated $107 sold.

Heritage Wealth Advisors first reported a position in PPLI in Q2 2023 and held it in 4 quarters. The position peaked at $126 in Q2 2023. 357 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

  • Heritage Wealth Advisors reported no remaining People Inc position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2 People Inc shares in Q2 2024, an estimated $107.
  • Heritage Wealth Advisors first reported a position in People Inc in Q2 2023 and held it in 4 quarters.
  • Heritage Wealth Advisors's People Inc position peaked at $126 in Q2 2023.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on Heritage Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.