VFA
PPLI

Valeo Financial Advisors’s People Inc PPLI Stock Holding History

Valeo Financial 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
2024
Q4 		– Sell
-5,082
Closed -$224K – 763
2024
Q3 		$224K Buy
+5,082
New +$212K 0.01% 621
2024
Q2 		– Sell
-6,690
Closed -$270K – 700
2024
Q1 		$270K Sell
6,690
-190
-3% -$8.2K 0.01% 542
2023
Q4 		$296K Buy
6,880
+1,739
+34% +$68.1K 0.01% 491
2023
Q3 		$213K Buy
+5,141
New +$249K 0.01% 553
2021
Q1 		– Sell
-7
Closed -$1K – 2098
2020
Q4 		$1K Hold
7
– – ﹤0.01% 1583
2020
Q3 		$0 Sell
7
-1,302
-99% -$89.3K ﹤0.01% 1833
2020
Q2 		$76K Buy
1,309
+554
+73% +$24.6K 0.01% 589
2020
Q1 		$26K Sell
755
-23
-3% -$911 ﹤0.01% 808
2019
Q4 		$35K Hold
778
– – ﹤0.01% 769
2019
Q3 		$30K Buy
778
+23
+3% +$982 ﹤0.01% 743
2019
Q2 		$29K Buy
+755
New +$30.1K ﹤0.01% 745
2018
Q4 		– Sell
-50
Closed -$1.68K – 1598
2018
Q3 		$2K Hold
50
– – ﹤0.01% 1471
2018
Q2 		$2K Sell
50
-582
-92% -$15.9K ﹤0.01% 1343
2018
Q1 		$18K Buy
632
+470
+290% +$12.4K ﹤0.01% 742
2017
Q4 		$4K Sell
162
-135
-45% -$3.02K ﹤0.01% 1071
2017
Q3 		$6K Buy
+297
New +$5.77K ﹤0.01% 828

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Valeo Financial Advisors's PPLI Position: Q4 2024 in Review

Valeo Financial Advisors sold out of People Inc (PPLI) in Q4 2024, closing a stake of 5,082 shares — an estimated $224K sold.

Valeo Financial Advisors first reported a position in PPLI in Q3 2017 and held it in 16 quarters. The position peaked at $296K in Q4 2023. 356 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

  • Valeo Financial Advisors reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,082 People Inc shares in Q4 2024, an estimated $224K.
  • Valeo Financial Advisors first reported a position in People Inc in Q3 2017 and held it in 16 quarters.
  • Valeo Financial Advisors's People Inc position peaked at $296K in Q4 2023.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.