RFG
PPLI

RFP Financial Group’s People Inc PPLI Stock Holding History

RFP Financial Group’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
-122
Closed -$4.68K – 419
2024
Q2 		$4.68K Hold
122
– – ﹤0.01% 584
2024
Q1 		$5.33K Hold
122
– – ﹤0.01% 519
2023
Q4 		$5.24K Buy
+122
New +$4.78K ﹤0.01% 541
2023
Q1 		– Sell
-30
Closed -$1.11K – 792
2022
Q4 		$1.11K Buy
+30
New +$1.19K ﹤0.01% 759

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

RFP Financial Group's PPLI Position: Q3 2024 in Review

RFP Financial Group sold out of People Inc (PPLI) in Q3 2024, closing a stake of 122 shares — an estimated $4.68K sold.

RFP Financial Group first reported a position in PPLI in Q4 2022 and held it in 4 quarters. The position peaked at $5.33K in Q1 2024. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

  • RFP Financial Group reported no remaining People Inc position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 122 People Inc shares in Q3 2024, an estimated $4.68K.
  • RFP Financial Group first reported a position in People Inc in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's People Inc position peaked at $5.33K in Q1 2024.
  • 366 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.