BerganKDV Wealth Management’s People Inc PPLI Stock Holding History

BerganKDV 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
2023 Q2	$503	Sell	10 -8	-44%	-$366	﹤0.01%	814
2023 Q1	$774	Hold	18	–	–	﹤0.01%	934
2022 Q4	$666	Buy	18 +9	+100%	+$356	﹤0.01%	923
2022 Q3	$0	Sell	9 -6	-40%	-$338	﹤0.01%	1014
2022 Q2	$1K	Buy	15 +6	+67%	+$423	﹤0.01%	911
2022 Q1	$1K	Sell	9 -18	-67%	-$1.75K	﹤0.01%	930
2021 Q4	$3K	Buy	27 +18	+200%	+$2.03K	﹤0.01%	862
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	973
2021 Q2	$1K	Sell	9 -4	-31%	-$518	﹤0.01%	921
2021 Q1	$2K	Hold	13	–	–	﹤0.01%	780
2020 Q4	$1K	Sell	13 -7	-35%	-$536	﹤0.01%	869
2020 Q3	$1K	Sell	20 -42	-68%	-$2.88K	﹤0.01%	817
2020 Q2	$4K	Hold	62	–	–	﹤0.01%	659
2020 Q1	$2K	Buy	62 +23	+59%	+$911	﹤0.01%	737
2019 Q4	$2K	Buy	+39	New	+$1.57K	﹤0.01%	772

Other funds holding PPLI

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

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

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

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

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

SAM

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

FCM

Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

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

BerganKDV Wealth Management's PPLI Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its People Inc (PPLI) stake by 44% in Q2 2023, selling an estimated $366 and leaving 10 shares worth $503. The position accounts for ﹤0.01% of the portfolio, ranked #814.

BerganKDV Wealth Management first reported a position in PPLI in Q4 2019 and has held it in 15 quarters since. The position peaked at $4K in Q2 2020. 372 funds tracked by Wall St. Rank hold PPLI as of Q2 2023.

BerganKDV Wealth Management held 10 shares of People Inc worth $503 as of Q2 2023.
BerganKDV Wealth Management sold 8 People Inc shares in Q2 2023, an estimated $366.
People Inc made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #814 holding.
BerganKDV Wealth Management first reported a position in People Inc in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's People Inc position peaked at $4K in Q2 2020.
372 funds tracked by Wall St. Rank held People Inc as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.