SWS
PPLI

SYSTM Wealth Solutions’s People Inc PPLI Stock Holding History

SYSTM Wealth Solutions’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
-1,214
Closed -$46.7K – 340
2024
Q2 		$46.7K Buy
1,214
+38
+3% +$1.57K 0.01% 289
2024
Q1 		$51.5K Hold
1,176
– – 0.01% 570
2023
Q4 		$50.5K Buy
+1,176
New +$46.1K 0.01% 582

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

SYSTM Wealth Solutions's PPLI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of People Inc (PPLI) in Q3 2024, closing a stake of 1,214 shares — an estimated $46.7K sold.

SYSTM Wealth Solutions first reported a position in PPLI in Q4 2023 and held it in 3 quarters. The position peaked at $51.5K in Q1 2024. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining People Inc position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,214 People Inc shares in Q3 2024, an estimated $46.7K.
  • SYSTM Wealth Solutions first reported a position in People Inc in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's People Inc position peaked at $51.5K in Q1 2024.
  • 366 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.