HWM
PPLI

HighMark Wealth Management’s People Inc PPLI Stock Holding History

HighMark Wealth Management’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
2023
Q2 		– Sell
-546
Closed -$23.1K – 596
2023
Q1 		$23.1K Buy
+546
New +$23.4K 0.02% 191

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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

HighMark Wealth Management's PPLI Position: Q2 2023 in Review

HighMark Wealth Management sold out of People Inc (PPLI) in Q2 2023, closing a stake of 546 shares — an estimated $23.1K sold.

HighMark Wealth Management first reported a position in PPLI in Q1 2023 and held it in 1 quarter. The position peaked at $23.1K in Q1 2023. 372 funds tracked by Wall St. Rank hold PPLI as of Q2 2023.

  • HighMark Wealth Management reported no remaining People Inc position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 546 People Inc shares in Q2 2023, an estimated $23.1K.
  • HighMark Wealth Management first reported a position in People Inc in Q1 2023 and held it in 1 quarter.
  • HighMark Wealth Management's People Inc position peaked at $23.1K in Q1 2023.
  • 372 funds tracked by Wall St. Rank held People Inc as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.