Kapitalo Investimentos’s People Inc PPLI Stock Holding History

Kapitalo Investimentos’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 Q3	–	Sell	-5,375	Closed	-$207K	–	192
2024 Q2	$207K	Buy	+5,375	New	+$222K	0.06%	150

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

Kapitalo Investimentos's PPLI Position: Q3 2024 in Review

Kapitalo Investimentos sold out of People Inc (PPLI) in Q3 2024, closing a stake of 5,375 shares — an estimated $207K sold.

Kapitalo Investimentos first reported a position in PPLI in Q2 2024 and held it in 1 quarter. The position peaked at $207K in Q2 2024. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

Kapitalo Investimentos reported no remaining People Inc position as of Q3 2024 after selling out during the quarter.
Kapitalo Investimentos sold 5,375 People Inc shares in Q3 2024, an estimated $207K.
Kapitalo Investimentos first reported a position in People Inc in Q2 2024 and held it in 1 quarter.
Kapitalo Investimentos's People Inc position peaked at $207K in Q2 2024.
366 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on Kapitalo Investimentos's 13F filing for Q3 2024, filed 15 Oct 2024.