FAM
PPLI

Formidable Asset Management’s People Inc PPLI Stock Holding History

Formidable Asset Management’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
Q3 		– Sell
-6,897
Closed -$758K – 369
2021
Q2 		$758K Buy
+6,897
New +$893K 0.16% 124

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Formidable Asset Management's PPLI Position: Q3 2021 in Review

Formidable Asset Management sold out of People Inc (PPLI) in Q3 2021, closing a stake of 6,897 shares — an estimated $758K sold.

Formidable Asset Management first reported a position in PPLI in Q2 2021 and held it in 1 quarter. The position peaked at $758K in Q2 2021. 465 funds tracked by Wall St. Rank hold PPLI as of Q3 2021.

  • Formidable Asset Management reported no remaining People Inc position as of Q3 2021 after selling out during the quarter.
  • Formidable Asset Management sold 6,897 People Inc shares in Q3 2021, an estimated $758K.
  • Formidable Asset Management first reported a position in People Inc in Q2 2021 and held it in 1 quarter.
  • Formidable Asset Management's People Inc position peaked at $758K in Q2 2021.
  • 465 funds tracked by Wall St. Rank held People Inc as of Q3 2021.

Based on Formidable Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.