CWP
PPLI

CFM Wealth Partners’s People Inc PPLI Stock Holding History

CFM Wealth Partners’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
Q2 		– Sell
-1,830
Closed -$216K – 179
2021
Q1 		$216K Sell
1,830
-149
-8% -$18.5K 0.07% 161
2020
Q4 		$204K Buy
+1,979
New +$152K 0.07% 157

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

CFM Wealth Partners's PPLI Position: Q2 2021 in Review

CFM Wealth Partners sold out of People Inc (PPLI) in Q2 2021, closing a stake of 1,830 shares — an estimated $216K sold.

CFM Wealth Partners first reported a position in PPLI in Q4 2020 and held it in 2 quarters. The position peaked at $216K in Q1 2021. 493 funds tracked by Wall St. Rank hold PPLI as of Q2 2021.

  • CFM Wealth Partners reported no remaining People Inc position as of Q2 2021 after selling out during the quarter.
  • CFM Wealth Partners sold 1,830 People Inc shares in Q2 2021, an estimated $216K.
  • CFM Wealth Partners first reported a position in People Inc in Q4 2020 and held it in 2 quarters.
  • CFM Wealth Partners's People Inc position peaked at $216K in Q1 2021.
  • 493 funds tracked by Wall St. Rank held People Inc as of Q2 2021.

Based on CFM Wealth Partners's 13F filing for Q2 2021, filed 21 Jul 2021.