AWA
PPD

Arkadios Wealth Advisors’s PPD, Inc. Common Stock PPD Stock Holding History

Arkadios Wealth Advisors’s Portfolio PPD Stock Details PPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-105
Closed -$3K – 1783
2020
Q4 		$3K Hold
105
– – ﹤0.01% 1230
2020
Q3 		$3.83K Buy
+105
New +$3.33K ﹤0.01% 881

Other funds holding PPD

HFCIV
H&F Corporate Investors VII San Francisco, California $3.61B AUM 26.49% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Arkadios Wealth Advisors's PPD Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of PPD, Inc. Common Stock (PPD) in Q1 2021, closing a stake of 105 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in PPD in Q3 2020 and held it in 2 quarters. The position peaked at $3.83K in Q3 2020. 219 funds tracked by Wall St. Rank hold PPD as of Q1 2021.

  • Arkadios Wealth Advisors reported no remaining PPD, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 105 PPD, Inc. Common Stock shares in Q1 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in PPD, Inc. Common Stock in Q3 2020 and held it in 2 quarters.
  • Arkadios Wealth Advisors's PPD, Inc. Common Stock position peaked at $3.83K in Q3 2020.
  • 219 funds tracked by Wall St. Rank held PPD, Inc. Common Stock as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.