WP
PPLI

WealthPLAN Partners’s People Inc PPLI Stock Holding History

WealthPLAN 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
Q3 		– Sell
-121
Closed -$6.22K – 669
2023
Q2 		$6.22K Hold
121
– – ﹤0.01% 871
2023
Q1 		$5.11K Buy
+121
New +$5.18K ﹤0.01% 995

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 $1.81T AUM 41.13% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $232M AUM 27.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return

WealthPLAN Partners's PPLI Position: Q3 2023 in Review

WealthPLAN Partners sold out of People Inc (PPLI) in Q3 2023, closing a stake of 121 shares — an estimated $6.22K sold.

WealthPLAN Partners first reported a position in PPLI in Q1 2023 and held it in 2 quarters. The position peaked at $6.22K in Q2 2023. 357 funds tracked by Wall St. Rank hold PPLI as of Q3 2023.

  • WealthPLAN Partners reported no remaining People Inc position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 121 People Inc shares in Q3 2023, an estimated $6.22K.
  • WealthPLAN Partners first reported a position in People Inc in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's People Inc position peaked at $6.22K in Q2 2023.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.