JWM
PPLI

Janiczek Wealth Management’s People Inc PPLI Stock Holding History

Janiczek 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
2024
Q2 		$23.4K Hold
610
– – ﹤0.01% 531
2024
Q1 		$26.7K Hold
610
– – 0.01% 521
2023
Q4 		$26.2K Hold
610
– – 0.01% 506
2023
Q3 		$25.2K Hold
610
– – 0.01% 490
2023
Q2 		$31.4K Hold
610
– – 0.01% 385
2023
Q1 		$24.3K Hold
610
– – 0.01% 418
2022
Q4 		$26K Hold
610
– – 0.01% 410
2022
Q3 		$28K Sell
610
-6
-1% -$338 0.01% 398
2022
Q2 		$35K Sell
616
-24
-4% -$1.69K 0.01% 361
2022
Q1 		$53K Sell
640
-43
-6% -$4.18K 0.01% 292
2021
Q4 		$73K Sell
683
-78
-10% -$8.8K 0.02% 240
2021
Q3 		$81K Buy
761
+37
+5% +$4.08K 0.03% 203
2021
Q2 		$92K Sell
724
-344
-32% -$44.6K 0.03% 168
2021
Q1 		$126K Buy
1,068
+60
+6% +$7.45K 0.05% 115
2020
Q4 		$104K Buy
1,008
+61
+6% +$4.67K 0.05% 104
2020
Q3 		$62K Sell
947
-1,851
-66% -$127K 0.03% 89
2020
Q2 		$162K Hold
2,798
– – 0.09% 45
2020
Q1 		$90K Hold
2,798
– – 0.05% 49
2019
Q4 		$125K Hold
2,798
– – 0.06% 50
2019
Q3 		$109K Hold
2,798
– – 0.05% 54
2019
Q2 		$109K Buy
+2,798
New +$112K 0.05% 52

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

Janiczek Wealth Management's PPLI Position: Q2 2024 in Review

Janiczek Wealth Management held its People Inc (PPLI) position steady in Q2 2024 at 610 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Janiczek Wealth Management first reported a position in PPLI in Q2 2019 and has held it in 21 quarters since. The position peaked at $162K in Q2 2020. 357 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

  • Janiczek Wealth Management held 610 shares of People Inc worth $23.4K as of Q2 2024.
  • Janiczek Wealth Management left its People Inc share count unchanged in Q2 2024.
  • People Inc made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #531 holding.
  • Janiczek Wealth Management first reported a position in People Inc in Q2 2019 and has held it in 21 quarters since.
  • Janiczek Wealth Management's People Inc position peaked at $162K in Q2 2020.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.