NWWA
PPLI

New Wave Wealth Advisors’s People Inc PPLI Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-23
Closed -$820 – 375
2024
Q4 		$820 Buy
+23
New +$921 ﹤0.01% 640

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
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

New Wave Wealth Advisors's PPLI Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of People Inc (PPLI) in Q1 2025, closing a stake of 23 shares — an estimated $820 sold.

New Wave Wealth Advisors first reported a position in PPLI in Q4 2024 and held it in 1 quarter. The position peaked at $820 in Q4 2024. 337 funds tracked by Wall St. Rank hold PPLI as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining People Inc position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 23 People Inc shares in Q1 2025, an estimated $820.
  • New Wave Wealth Advisors first reported a position in People Inc in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's People Inc position peaked at $820 in Q4 2024.
  • 337 funds tracked by Wall St. Rank held People Inc as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.