APWM
PPLI

Atlas Private Wealth Management’s People Inc PPLI Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-92
Closed -$11K – 223
2021
Q1 		$11K Hold
92
– – 0.01% 303
2020
Q4 		$9K Hold
92
– – 0.01% 315
2020
Q3 		$6K Sell
92
-188
-67% -$12.9K ﹤0.01% 347
2020
Q2 		$16K Hold
280
– – 0.01% 288
2020
Q1 		$9K Hold
280
– – 0.01% 317
2019
Q4 		$12K Buy
+280
New +$11.3K 0.01% 334

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Atlas Private Wealth Management's PPLI Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of People Inc (PPLI) in Q2 2021, closing a stake of 92 shares — an estimated $11K sold.

Atlas Private Wealth Management first reported a position in PPLI in Q4 2019 and held it in 6 quarters. The position peaked at $16K in Q2 2020. 493 funds tracked by Wall St. Rank hold PPLI as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining People Inc position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 92 People Inc shares in Q2 2021, an estimated $11K.
  • Atlas Private Wealth Management first reported a position in People Inc in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's People Inc position peaked at $16K in Q2 2020.
  • 493 funds tracked by Wall St. Rank held People Inc as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.