SWA
PPLI

SOA Wealth Advisors’s People Inc PPLI Stock Holding History

SOA 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
2023
Q4 		– Sell
-30
Closed -$1.26K – 923
2023
Q3 		$1.26K Hold
30
– – ﹤0.01% 748
2023
Q2 		$1.57K Hold
30
– – ﹤0.01% 745
2023
Q1 		$1.29K Hold
30
– – ﹤0.01% 772
2022
Q4 		$1.11K Hold
30
– – ﹤0.01% 787
2022
Q3 		$1K Hold
30
– – ﹤0.01% 771
2022
Q2 		$1K Hold
30
– – ﹤0.01% 757
2022
Q1 		$2K Hold
30
– – ﹤0.01% 800
2021
Q4 		$3K Hold
30
– – ﹤0.01% 725
2021
Q3 		$3K Hold
30
– – ﹤0.01% 744
2021
Q2 		$3K Sell
30
-16
-35% -$2.07K ﹤0.01% 723
2021
Q1 		$5K Hold
46
– – ﹤0.01% 620
2020
Q4 		$6K Buy
+46
New +$3.52K ﹤0.01% 585

Other funds holding PPLI

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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

SOA Wealth Advisors's PPLI Position: Q4 2023 in Review

SOA Wealth Advisors sold out of People Inc (PPLI) in Q4 2023, closing a stake of 30 shares — an estimated $1.26K sold.

SOA Wealth Advisors first reported a position in PPLI in Q4 2020 and held it in 12 quarters. The position peaked at $6K in Q4 2020. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

  • SOA Wealth Advisors reported no remaining People Inc position as of Q4 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 30 People Inc shares in Q4 2023, an estimated $1.26K.
  • SOA Wealth Advisors first reported a position in People Inc in Q4 2020 and held it in 12 quarters.
  • SOA Wealth Advisors's People Inc position peaked at $6K in Q4 2020.
  • 353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.