CWS
PPLI

Confluence Wealth Services’s People Inc PPLI Stock Holding History

Confluence Wealth Services’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
-261
Closed -$27K – 651
2021
Q4 		$27K Buy
+261
New +$29.4K 0.01% 646

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

Confluence Wealth Services's PPLI Position: Q1 2022 in Review

Confluence Wealth Services sold out of People Inc (PPLI) in Q1 2022, closing a stake of 261 shares — an estimated $27K sold.

Confluence Wealth Services first reported a position in PPLI in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 425 funds tracked by Wall St. Rank hold PPLI as of Q1 2022.

  • Confluence Wealth Services reported no remaining People Inc position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 261 People Inc shares in Q1 2022, an estimated $27K.
  • Confluence Wealth Services first reported a position in People Inc in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's People Inc position peaked at $27K in Q4 2021.
  • 425 funds tracked by Wall St. Rank held People Inc as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.