Heritage Wealth Management (Arizona)’s People Inc PPLI Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$110K	Buy	3,023 +1,521	+101%	+$60.2K	0.02%	399
2022 Q3	$68K	Sell	1,502 -3	-0.2%	-$169	0.02%	366
2022 Q2	$93.8K	Sell	1,505 -19	-1%	-$1.34K	0.03%	343
2022 Q1	$125K	Buy	+1,524	New	+$148K	0.03%	339
2021 Q3	$171K	Buy	1,596 +47	+3%	+$5.18K	0.06%	241
2021 Q2	$196K	Sell	1,549 -481	-24%	-$62.3K	0.07%	228
2021 Q1	$240K	Buy	+2,030	New	+$252K	0.14%	138

Other funds holding PPLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PPLI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its People Inc (PPLI) stake by 101% in Q4 2022, buying an estimated $60.2K and bringing the position to 3,023 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #399.

Heritage Wealth Management (Arizona) first reported a position in PPLI in Q1 2021 and has held it in 7 quarters since. The position peaked at $240K in Q1 2021. 379 funds tracked by Wall St. Rank hold PPLI as of Q4 2022.

Heritage Wealth Management (Arizona) held 3,023 shares of People Inc worth $110K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,521 People Inc shares in Q4 2022, an estimated $60.2K.
People Inc made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #399 holding.
Heritage Wealth Management (Arizona) first reported a position in People Inc in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s People Inc position peaked at $240K in Q1 2021.
379 funds tracked by Wall St. Rank held People Inc as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.