LFA
PPLI

LGT Financial Advisors’s People Inc PPLI Stock Holding History

LGT Financial Advisors’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 		– Sell
-1,412
Closed -$61.8K – 815
2024
Q1 		$61.8K Hold
1,412
– – 0.07% 209
2023
Q4 		$60.7K Hold
1,412
– – 0.07% 198
2023
Q3 		$58.4K Buy
+1,412
New +$68.5K 0.07% 203

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

LGT Financial Advisors's PPLI Position: Q2 2024 in Review

LGT Financial Advisors sold out of People Inc (PPLI) in Q2 2024, closing a stake of 1,412 shares — an estimated $61.8K sold.

LGT Financial Advisors first reported a position in PPLI in Q3 2023 and held it in 3 quarters. The position peaked at $61.8K in Q1 2024. 357 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

  • LGT Financial Advisors reported no remaining People Inc position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 1,412 People Inc shares in Q2 2024, an estimated $61.8K.
  • LGT Financial Advisors first reported a position in People Inc in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's People Inc position peaked at $61.8K in Q1 2024.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.