B. Riley Wealth Advisors’s People Inc PPLI Stock Holding History

B. Riley 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
2022 Q2	–	Sell	-2,504	Closed	-$206K	–	1298
2022 Q1	$206K	Sell	2,504 -1,133	-31%	-$110K	0.01%	1204
2021 Q4	$391K	Sell	3,637 -1,334	-27%	-$150K	0.01%	941
2021 Q3	$533K	Buy	4,971 +470	+10%	+$51.8K	0.02%	746
2021 Q2	$570K	Sell	4,501 -1,871	-29%	-$242K	0.02%	704
2021 Q1	$753K	Buy	6,372 +2,479	+64%	+$308K	0.03%	569
2020 Q4	$403K	Buy	3,893 +465	+14%	+$35.6K	0.02%	608
2020 Q3	$225K	Sell	3,428 -936	-21%	-$64.2K	0.01%	808
2020 Q2	$253K	Buy	+4,364	New	+$194K	0.02%	684
2020 Q1	–	Sell	-6,608	Closed	-$295K	–	842
2019 Q4	$295K	Buy	+6,608	New	+$266K	0.03%	606

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

B. Riley Wealth Advisors's PPLI Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of People Inc (PPLI) in Q2 2022, closing a stake of 2,504 shares — an estimated $206K sold.

B. Riley Wealth Advisors first reported a position in PPLI in Q4 2019 and held it in 9 quarters. The position peaked at $753K in Q1 2021. 404 funds tracked by Wall St. Rank hold PPLI as of Q2 2022.

B. Riley Wealth Advisors reported no remaining People Inc position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,504 People Inc shares in Q2 2022, an estimated $206K.
B. Riley Wealth Advisors first reported a position in People Inc in Q4 2019 and held it in 9 quarters.
B. Riley Wealth Advisors's People Inc position peaked at $753K in Q1 2021.
404 funds tracked by Wall St. Rank held People Inc as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.