CPC
PPLI

Consolidated Planning Corp’s People Inc PPLI Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-41
Closed -$4K – 229
2021
Q3 		$4K Buy
+41
New +$4.52K ﹤0.01% 376

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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Consolidated Planning Corp's PPLI Position: Q4 2021 in Review

Consolidated Planning Corp sold out of People Inc (PPLI) in Q4 2021, closing a stake of 41 shares — an estimated $4K sold.

Consolidated Planning Corp first reported a position in PPLI in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 471 funds tracked by Wall St. Rank hold PPLI as of Q4 2021.

  • Consolidated Planning Corp reported no remaining People Inc position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 41 People Inc shares in Q4 2021, an estimated $4K.
  • Consolidated Planning Corp first reported a position in People Inc in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's People Inc position peaked at $4K in Q3 2021.
  • 471 funds tracked by Wall St. Rank held People Inc as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.