Legacy Financial Group (Iowa)
PPLI

Legacy Financial Group (Iowa)’s People Inc PPLI Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-24
Closed -$1.01K – 234
2023
Q3 		$1.01K Buy
+24
New +$1.16K ﹤0.01% 516

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
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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Legacy Financial Group (Iowa)'s PPLI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of People Inc (PPLI) in Q4 2023, closing a stake of 24 shares — an estimated $1.01K sold.

Legacy Financial Group (Iowa) first reported a position in PPLI in Q3 2023 and held it in 1 quarter. The position peaked at $1.01K in Q3 2023. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining People Inc position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 24 People Inc shares in Q4 2023, an estimated $1.01K.
  • Legacy Financial Group (Iowa) first reported a position in People Inc in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s People Inc position peaked at $1.01K in Q3 2023.
  • 353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.