Icon Wealth Advisors’s People Inc PPLI Stock Holding History

Icon 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 Q4	–	Sell	-2,777	Closed	-$126K	–	370
2022 Q3	$126K	Buy	+2,777	New	+$156K	0.02%	364

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

Icon Wealth Advisors's PPLI Position: Q4 2022 in Review

Icon Wealth Advisors sold out of People Inc (PPLI) in Q4 2022, closing a stake of 2,777 shares — an estimated $126K sold.

Icon Wealth Advisors first reported a position in PPLI in Q3 2022 and held it in 1 quarter. The position peaked at $126K in Q3 2022. 379 funds tracked by Wall St. Rank hold PPLI as of Q4 2022.

Icon Wealth Advisors reported no remaining People Inc position as of Q4 2022 after selling out during the quarter.
Icon Wealth Advisors sold 2,777 People Inc shares in Q4 2022, an estimated $126K.
Icon Wealth Advisors first reported a position in People Inc in Q3 2022 and held it in 1 quarter.
Icon Wealth Advisors's People Inc position peaked at $126K in Q3 2022.
379 funds tracked by Wall St. Rank held People Inc as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.