CWA
PPLI

Clarus Wealth Advisors’s People Inc PPLI Stock Holding History

Clarus 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
2019
Q3 		– Sell
-425
Closed -$17K – 324
2019
Q2 		$17K Sell
425
-5,103
-92% -$204K 0.01% 383
2019
Q1 		$208K Buy
+5,528
New +$205K 0.16% 98

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Clarus Wealth Advisors's PPLI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of People Inc (PPLI) in Q3 2019, closing a stake of 425 shares — an estimated $17K sold.

Clarus Wealth Advisors first reported a position in PPLI in Q1 2019 and held it in 2 quarters. The position peaked at $208K in Q1 2019. 519 funds tracked by Wall St. Rank hold PPLI as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining People Inc position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 425 People Inc shares in Q3 2019, an estimated $17K.
  • Clarus Wealth Advisors first reported a position in People Inc in Q1 2019 and held it in 2 quarters.
  • Clarus Wealth Advisors's People Inc position peaked at $208K in Q1 2019.
  • 519 funds tracked by Wall St. Rank held People Inc as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.