DHGWA
PPLI

Dixon Hughes Goodman Wealth Advisors’s People Inc PPLI Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$14K Hold
168
– – ﹤0.01% 476
2021
Q4 		$18K Buy
+168
New +$18.9K 0.01% 395

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

Dixon Hughes Goodman Wealth Advisors's PPLI Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its People Inc (PPLI) position steady in Q1 2022 at 168 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Dixon Hughes Goodman Wealth Advisors first reported a position in PPLI in Q4 2021 and has held it in 2 quarters since. The position peaked at $18K in Q4 2021. 425 funds tracked by Wall St. Rank hold PPLI as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 168 shares of People Inc worth $14K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its People Inc share count unchanged in Q1 2022.
  • People Inc made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #476 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in People Inc in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's People Inc position peaked at $18K in Q4 2021.
  • 425 funds tracked by Wall St. Rank held People Inc as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.