SW
PPLI

Simplicity Wealth’s People Inc PPLI Stock Holding History

Simplicity Wealth’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
-40,366
Closed -$1.55M – 809
2024
Q2 		$1.55M Sell
40,366
-67,014
-62% -$2.77M 0.04% 407
2024
Q1 		$4.7M Buy
+107,380
New +$4.64M 0.11% 182

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

Simplicity Wealth's PPLI Position: Q3 2024 in Review

Simplicity Wealth sold out of People Inc (PPLI) in Q3 2024, closing a stake of 40,366 shares — an estimated $1.55M sold.

Simplicity Wealth first reported a position in PPLI in Q1 2024 and held it in 2 quarters. The position peaked at $4.7M in Q1 2024. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

  • Simplicity Wealth reported no remaining People Inc position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 40,366 People Inc shares in Q3 2024, an estimated $1.55M.
  • Simplicity Wealth first reported a position in People Inc in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's People Inc position peaked at $4.7M in Q1 2024.
  • 366 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.