IWP
PPLI

Icon Wealth Partners’s People Inc PPLI Stock Holding History

Icon Wealth Partners’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
Q3 		– Sell
-3,484
Closed -$179K – 412
2023
Q2 		$179K Sell
3,484
-490
-12% -$22.4K 0.02% 326
2023
Q1 		$168K Buy
+3,974
New +$170K 0.02% 339
2022
Q2 		$298K Sell
4,781
-982
-17% -$69.3K 0.04% 244
2022
Q1 		$474K Buy
5,763
+454
+9% +$44.1K 0.05% 218
2021
Q4 		$569K Sell
5,309
-1,171
-18% -$132K 0.06% 202
2021
Q3 		$693K Buy
6,480
+357
+6% +$39.3K 0.07% 192
2021
Q2 		$774K Sell
6,123
-1,959
-24% -$254K 0.08% 182
2021
Q1 		$954K Buy
8,082
+1,748
+28% +$217K 0.12% 143
2020
Q4 		$655K Buy
6,334
+1,363
+27% +$104K 0.1% 145
2020
Q3 		$325K Buy
+4,971
New +$341K 0.06% 185
2019
Q2 		– Sell
-851
Closed -$32K – 440
2019
Q1 		$32K Buy
+851
New +$31.5K 0.01% 451
2018
Q3 		– Sell
-571
Closed -$16K – 471
2018
Q2 		$16K Buy
+571
New +$15.6K 0.01% 631
2018
Q1 		– Sell
-884
Closed -$19K – 471
2017
Q4 		$19K Buy
+884
New +$19.8K 0.01% 619

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Icon Wealth Partners's PPLI Position: Q3 2023 in Review

Icon Wealth Partners sold out of People Inc (PPLI) in Q3 2023, closing a stake of 3,484 shares — an estimated $179K sold.

Icon Wealth Partners first reported a position in PPLI in Q4 2017 and held it in 13 quarters. The position peaked at $954K in Q1 2021. 357 funds tracked by Wall St. Rank hold PPLI as of Q3 2023.

  • Icon Wealth Partners reported no remaining People Inc position as of Q3 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 3,484 People Inc shares in Q3 2023, an estimated $179K.
  • Icon Wealth Partners first reported a position in People Inc in Q4 2017 and held it in 13 quarters.
  • Icon Wealth Partners's People Inc position peaked at $954K in Q1 2021.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.