GKWIM
PPLI

Gerber Kawasaki Wealth & Investment Management’s People Inc PPLI Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-112
Closed -$11K – 648
2021
Q3 		$11K Buy
+112
New +$12.3K ﹤0.01% 618
2020
Q1 		– Sell
-26,315
Closed -$1.17M – 139
2019
Q4 		$1.17M Buy
26,315
+1,320
+5% +$53.2K 0.3% 57
2019
Q3 		$973K Buy
+24,995
New +$1.07M 0.28% 60

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 $6.73T AUM 46.02% 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

Gerber Kawasaki Wealth & Investment Management's PPLI Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of People Inc (PPLI) in Q4 2021, closing a stake of 112 shares — an estimated $11K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PPLI in Q3 2019 and held it in 3 quarters. The position peaked at $1.17M in Q4 2019. 472 funds tracked by Wall St. Rank hold PPLI as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining People Inc position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 112 People Inc shares in Q4 2021, an estimated $11K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in People Inc in Q3 2019 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's People Inc position peaked at $1.17M in Q4 2019.
  • 472 funds tracked by Wall St. Rank held People Inc as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.