High Note Wealth’s People Inc PPLI Stock Holding History

High Note Wealth’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 Q1	–	Sell	-108	Closed	-$3.84K	–	917
2024 Q4	$3.84K	Buy	+108	New	+$4.33K	﹤0.01%	567

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

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

High Note Wealth's PPLI Position: Q1 2025 in Review

High Note Wealth sold out of People Inc (PPLI) in Q1 2025, closing a stake of 108 shares — an estimated $3.84K sold.

High Note Wealth first reported a position in PPLI in Q4 2024 and held it in 1 quarter. The position peaked at $3.84K in Q4 2024. 337 funds tracked by Wall St. Rank hold PPLI as of Q1 2025.

High Note Wealth reported no remaining People Inc position as of Q1 2025 after selling out during the quarter.
High Note Wealth sold 108 People Inc shares in Q1 2025, an estimated $3.84K.
High Note Wealth first reported a position in People Inc in Q4 2024 and held it in 1 quarter.
High Note Wealth's People Inc position peaked at $3.84K in Q4 2024.
337 funds tracked by Wall St. Rank held People Inc as of Q1 2025.

Based on High Note Wealth's 13F filing for Q1 2025, filed 1 May 2025.