VFA
PPLI

Voya Financial Advisors’s People Inc PPLI Stock Holding History

Voya 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
2023
Q3 		– Sell
-4,649
Closed -$242K – 235
2023
Q2 		$242K Buy
+4,649
New +$213K 0.03% 207
2022
Q4 		– Sell
-6,913
Closed -$320K – 244
2022
Q3 		$320K Buy
6,913
+135
+2% +$7.6K 0.04% 178
2022
Q2 		$436K Buy
+6,778
New +$478K 0.05% 158
2022
Q1 		– Sell
-6,945
Closed -$758K – 270
2021
Q4 		$758K Buy
6,945
+489
+8% +$55.2K 0.09% 123
2021
Q3 		$680K Sell
6,456
-290
-4% -$32K 0.08% 126
2021
Q2 		$869K Sell
6,746
-24,309
-78% -$3.15M 0.11% 100
2021
Q1 		$3.49M Buy
31,055
+5,861
+23% +$728K 0.14% 134
2020
Q4 		$2.58M Buy
25,194
+7,059
+39% +$541K 0.11% 156
2020
Q3 		$1.18M Buy
+18,135
New +$1.24M 0.06% 230

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Voya Financial Advisors's PPLI Position: Q3 2023 in Review

Voya Financial Advisors sold out of People Inc (PPLI) in Q3 2023, closing a stake of 4,649 shares — an estimated $242K sold.

Voya Financial Advisors first reported a position in PPLI in Q3 2020 and held it in 9 quarters. The position peaked at $3.49M in Q1 2021. 356 funds tracked by Wall St. Rank hold PPLI as of Q3 2023.

  • Voya Financial Advisors reported no remaining People Inc position as of Q3 2023 after selling out during the quarter.
  • Voya Financial Advisors sold 4,649 People Inc shares in Q3 2023, an estimated $242K.
  • Voya Financial Advisors first reported a position in People Inc in Q3 2020 and held it in 9 quarters.
  • Voya Financial Advisors's People Inc position peaked at $3.49M in Q1 2021.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q3 2023.

Based on Voya Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.