Register Financial Advisors’s People Inc PPLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-61	Closed	-$2.34K	–	494
2024 Q2	$2.34K	Hold	61	–	–	﹤0.01%	655
2024 Q1	$2.67K	Buy	+61	New	+$2.63K	﹤0.01%	660

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

Register Financial Advisors's PPLI Position: Q3 2024 in Review

Register Financial Advisors sold out of People Inc (PPLI) in Q3 2024, closing a stake of 61 shares — an estimated $2.34K sold.

Register Financial Advisors first reported a position in PPLI in Q1 2024 and held it in 2 quarters. The position peaked at $2.67K in Q1 2024. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

Register Financial Advisors reported no remaining People Inc position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 61 People Inc shares in Q3 2024, an estimated $2.34K.
Register Financial Advisors first reported a position in People Inc in Q1 2024 and held it in 2 quarters.
Register Financial Advisors's People Inc position peaked at $2.67K in Q1 2024.
366 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.