WTA
PPLI

Washington Trust Advisors’s People Inc PPLI Stock Holding History

Washington Trust 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
Q3 		– Sell
-366
Closed -$14.1K – 676
2024
Q2 		$14.1K Hold
366
– – ﹤0.01% 427
2024
Q1 		$16K Hold
366
– – ﹤0.01% 421
2023
Q4 		$15.7K Hold
366
– – ﹤0.01% 420
2023
Q3 		$15.1K Buy
+366
New +$17.8K ﹤0.01% 416
2023
Q2 		– Sell
-84
Closed -$3.56K – 715
2023
Q1 		$3.56K Hold
84
– – ﹤0.01% 664
2022
Q4 		$3.06K Buy
84
+13
+18% +$514 ﹤0.01% 677
2022
Q3 		$3K Buy
71
+11
+18% +$619 ﹤0.01% 797
2022
Q2 		$4K Buy
+60
New +$4.23K ﹤0.01% 783

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

Washington Trust Advisors's PPLI Position: Q3 2024 in Review

Washington Trust Advisors sold out of People Inc (PPLI) in Q3 2024, closing a stake of 366 shares — an estimated $14.1K sold.

Washington Trust Advisors first reported a position in PPLI in Q2 2022 and held it in 8 quarters. The position peaked at $16K in Q1 2024. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

  • Washington Trust Advisors reported no remaining People Inc position as of Q3 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 366 People Inc shares in Q3 2024, an estimated $14.1K.
  • Washington Trust Advisors first reported a position in People Inc in Q2 2022 and held it in 8 quarters.
  • Washington Trust Advisors's People Inc position peaked at $16K in Q1 2024.
  • 366 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on Washington Trust Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.