TWA
PPLI

TCI Wealth Advisors’s People Inc PPLI Stock Holding History

TCI 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
Q2 		– Sell
-344
Closed -$14.6K – 1120
2023
Q1 		$14.6K Buy
344
+203
+144% +$8.69K ﹤0.01% 873
2022
Q4 		$5.16K Sell
141
-10
-7% -$396 ﹤0.01% 1507
2022
Q3 		$7K Buy
151
+10
+7% +$563 ﹤0.01% 1255
2022
Q2 		$9K Buy
141
+14
+11% +$987 ﹤0.01% 1079
2022
Q1 		$10K Sell
127
-74
-37% -$7.19K ﹤0.01% 1097
2021
Q4 		$22K Buy
201
+8
+4% +$902 ﹤0.01% 665
2021
Q3 		$21K Buy
193
+21
+12% +$2.31K ﹤0.01% 670
2021
Q2 		$22K Sell
172
-42
-20% -$5.44K ﹤0.01% 588
2021
Q1 		$25K Buy
214
+23
+12% +$2.86K 0.01% 516
2020
Q4 		$20K Hold
191
– – 0.01% 497
2020
Q3 		$12K Sell
191
-391
-67% -$26.8K ﹤0.01% 540
2020
Q2 		$34K Buy
+582
New +$25.9K 0.01% 366
2018
Q4 		– Sell
-39
Closed -$2K – 1523
2018
Q3 		$2K Sell
39
-67
-63% -$2.17K ﹤0.01% 1039
2018
Q2 		$3K Buy
+106
New +$2.9K ﹤0.01% 945
2017
Q1 		– Sell
-1,679
Closed -$19K – 1326
2016
Q4 		$19K Buy
+1,679
New +$19.7K 0.01% 497

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

TCI Wealth Advisors's PPLI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of People Inc (PPLI) in Q2 2023, closing a stake of 344 shares — an estimated $14.6K sold.

TCI Wealth Advisors first reported a position in PPLI in Q4 2016 and held it in 15 quarters. The position peaked at $34K in Q2 2020. 372 funds tracked by Wall St. Rank hold PPLI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining People Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 344 People Inc shares in Q2 2023, an estimated $14.6K.
  • TCI Wealth Advisors first reported a position in People Inc in Q4 2016 and held it in 15 quarters.
  • TCI Wealth Advisors's People Inc position peaked at $34K in Q2 2020.
  • 372 funds tracked by Wall St. Rank held People Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.