CWC
PPLI

Carolinas Wealth Consulting’s People Inc PPLI Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-9
Closed -$1K – 957
2021
Q4 		$1K Buy
+9
New +$1.01K ﹤0.01% 893
2021
Q2 		– Sell
-321
Closed -$38K – 965
2021
Q1 		$38K Hold
321
– – 0.01% 407
2020
Q4 		$56K Buy
+321
New +$24.6K 0.02% 322

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Carolinas Wealth Consulting's PPLI Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of People Inc (PPLI) in Q1 2022, closing a stake of 9 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in PPLI in Q4 2020 and held it in 3 quarters. The position peaked at $56K in Q4 2020. 425 funds tracked by Wall St. Rank hold PPLI as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining People Inc position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 9 People Inc shares in Q1 2022, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in People Inc in Q4 2020 and held it in 3 quarters.
  • Carolinas Wealth Consulting's People Inc position peaked at $56K in Q4 2020.
  • 425 funds tracked by Wall St. Rank held People Inc as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.