TFO Wealth Partners’s People Inc PPLI Stock Holding History

TFO Wealth Partners’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	-6	Closed	-$314	–	1001
2023 Q3	$314	Buy	+6	New	+$291	﹤0.01%	639

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 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

TFO Wealth Partners's PPLI Position: Q4 2023 in Review

TFO Wealth Partners sold out of People Inc (PPLI) in Q4 2023, closing a stake of 6 shares — an estimated $314 sold.

TFO Wealth Partners first reported a position in PPLI in Q3 2023 and held it in 1 quarter. The position peaked at $314 in Q3 2023. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

TFO Wealth Partners reported no remaining People Inc position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 6 People Inc shares in Q4 2023, an estimated $314.
TFO Wealth Partners first reported a position in People Inc in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's People Inc position peaked at $314 in Q3 2023.
353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.