4J Wealth Management’s People Inc PPLI Stock Holding History

4J Wealth Management’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
2022 Q2	–	Sell	-5,262	Closed	-$433K	–	75
2022 Q1	$433K	Sell	5,262 -56	-1%	-$5.44K	0.38%	46
2021 Q4	$570K	Buy	5,318 +286	+6%	+$32.3K	0.48%	40
2021 Q3	$538K	Buy	+5,032	New	+$555K	0.47%	42

Other funds holding PPLI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

4J Wealth Management's PPLI Position: Q2 2022 in Review

4J Wealth Management sold out of People Inc (PPLI) in Q2 2022, closing a stake of 5,262 shares — an estimated $433K sold.

4J Wealth Management first reported a position in PPLI in Q3 2021 and held it in 3 quarters. The position peaked at $570K in Q4 2021. 404 funds tracked by Wall St. Rank hold PPLI as of Q2 2022.

4J Wealth Management reported no remaining People Inc position as of Q2 2022 after selling out during the quarter.
4J Wealth Management sold 5,262 People Inc shares in Q2 2022, an estimated $433K.
4J Wealth Management first reported a position in People Inc in Q3 2021 and held it in 3 quarters.
4J Wealth Management's People Inc position peaked at $570K in Q4 2021.
404 funds tracked by Wall St. Rank held People Inc as of Q2 2022.

Based on 4J Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.