AWM
PPLI

Avitas Wealth Management’s People Inc PPLI Stock Holding History

Avitas 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
Q1 		– Sell
-22,821
Closed -$2.36M – 215
2020
Q4 		$2.36M Buy
+22,821
New +$1.75M 0.48% 88
2020
Q1 		– Sell
-23,490
Closed -$1.05M – 150
2019
Q4 		$1.05M Sell
23,490
-39
-0.2% -$1.57K 0.27% 107
2019
Q3 		$917K Buy
23,529
+107
+0.5% +$4.57K 0.25% 108
2019
Q2 		$911K Sell
23,422
-633
-3% -$25.3K 0.25% 111
2019
Q1 		$903K Buy
24,055
+5,210
+28% +$193K 0.26% 104
2018
Q4 		$616K Buy
+18,845
New +$632K 0.2% 118

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Avitas Wealth Management's PPLI Position: Q1 2021 in Review

Avitas Wealth Management sold out of People Inc (PPLI) in Q1 2021, closing a stake of 22,821 shares — an estimated $2.36M sold.

Avitas Wealth Management first reported a position in PPLI in Q4 2018 and held it in 6 quarters. The position peaked at $2.36M in Q4 2020. 533 funds tracked by Wall St. Rank hold PPLI as of Q1 2021.

  • Avitas Wealth Management reported no remaining People Inc position as of Q1 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 22,821 People Inc shares in Q1 2021, an estimated $2.36M.
  • Avitas Wealth Management first reported a position in People Inc in Q4 2018 and held it in 6 quarters.
  • Avitas Wealth Management's People Inc position peaked at $2.36M in Q4 2020.
  • 533 funds tracked by Wall St. Rank held People Inc as of Q1 2021.

Based on Avitas Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.