Creative Financial Designs’s People Inc PPLI Stock Holding History

Creative Financial Designs’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	-106	Closed	-$11K	–	1319
2021 Q3	$11K	Hold	106	–	–	﹤0.01%	992
2021 Q2	$13K	Sell	106 -53	-33%	-$6.87K	﹤0.01%	961
2021 Q1	$19K	Hold	159	–	–	﹤0.01%	797
2020 Q4	$16K	Buy	+159	New	+$12.2K	﹤0.01%	769
2020 Q3	–	Sell	-487	Closed	-$28K	–	1248
2020 Q2	$28K	Buy	+487	New	+$21.6K	0.01%	524

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Creative Financial Designs's PPLI Position: Q4 2021 in Review

Creative Financial Designs sold out of People Inc (PPLI) in Q4 2021, closing a stake of 106 shares — an estimated $11K sold.

Creative Financial Designs first reported a position in PPLI in Q2 2020 and held it in 5 quarters. The position peaked at $28K in Q2 2020. 471 funds tracked by Wall St. Rank hold PPLI as of Q4 2021.

Creative Financial Designs reported no remaining People Inc position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 106 People Inc shares in Q4 2021, an estimated $11K.
Creative Financial Designs first reported a position in People Inc in Q2 2020 and held it in 5 quarters.
Creative Financial Designs's People Inc position peaked at $28K in Q2 2020.
471 funds tracked by Wall St. Rank held People Inc as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.