AWM
PPLI

Accurate Wealth Management’s People Inc PPLI Stock Holding History

Accurate 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
2023
Q1 		– Sell
-49
Closed -$1.98K – 783
2022
Q4 		$1.98K Buy
+49
New +$1.94K ﹤0.01% 1205

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Accurate Wealth Management's PPLI Position: Q1 2023 in Review

Accurate Wealth Management sold out of People Inc (PPLI) in Q1 2023, closing a stake of 49 shares — an estimated $1.98K sold.

Accurate Wealth Management first reported a position in PPLI in Q4 2022 and held it in 1 quarter. The position peaked at $1.98K in Q4 2022. 370 funds tracked by Wall St. Rank hold PPLI as of Q1 2023.

  • Accurate Wealth Management reported no remaining People Inc position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 49 People Inc shares in Q1 2023, an estimated $1.98K.
  • Accurate Wealth Management first reported a position in People Inc in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's People Inc position peaked at $1.98K in Q4 2022.
  • 370 funds tracked by Wall St. Rank held People Inc as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.