AWA
PPLI

Arkadios Wealth Advisors’s People Inc PPLI Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-2,120
Closed -$226K – 1116
2021
Q3 		$226K Buy
2,120
+647
+44% +$71.3K 0.03% 475
2021
Q2 		$186K Buy
1,473
+1,138
+340% +$147K 0.02% 549
2021
Q1 		$39K Hold
335
– – 0.01% 758
2020
Q4 		$34K Sell
335
-1,338
-80% -$103K 0.01% 633
2020
Q3 		$114K Sell
1,673
-3,111
-65% -$213K 0.06% 264
2020
Q2 		$109K Buy
4,784
+3,687
+336% +$164K 0.06% 243
2020
Q1 		$35.1K Sell
1,097
-22
-2% -$871 0.02% 391
2019
Q4 		$47.1K Buy
+1,119
New +$45.1K 0.03% 318

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Arkadios Wealth Advisors's PPLI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of People Inc (PPLI) in Q4 2021, closing a stake of 2,120 shares — an estimated $226K sold.

Arkadios Wealth Advisors first reported a position in PPLI in Q4 2019 and held it in 8 quarters. The position peaked at $226K in Q3 2021. 471 funds tracked by Wall St. Rank hold PPLI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining People Inc position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,120 People Inc shares in Q4 2021, an estimated $226K.
  • Arkadios Wealth Advisors first reported a position in People Inc in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's People Inc position peaked at $226K in Q3 2021.
  • 471 funds tracked by Wall St. Rank held People Inc as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.