BNC Wealth Management’s People Inc PPLI Stock Holding History

BNC 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
2020 Q4	–	Sell	-278	Closed	-$18K	–	265
2020 Q3	$18K	Buy	+278	New	+$19.1K	0.01%	238

Other funds holding PPLI

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BNC Wealth Management's PPLI Position: Q4 2020 in Review

BNC Wealth Management sold out of People Inc (PPLI) in Q4 2020, closing a stake of 278 shares — an estimated $18K sold.

BNC Wealth Management first reported a position in PPLI in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 504 funds tracked by Wall St. Rank hold PPLI as of Q4 2020.

BNC Wealth Management reported no remaining People Inc position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 278 People Inc shares in Q4 2020, an estimated $18K.
BNC Wealth Management first reported a position in People Inc in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's People Inc position peaked at $18K in Q3 2020.
504 funds tracked by Wall St. Rank held People Inc as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.