IWM
PPLI

IHT Wealth Management’s People Inc PPLI Stock Holding History

IHT Wealth 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
2022
Q3 		– Sell
-3,651
Closed -$228K – 887
2022
Q2 		$228K Buy
+3,651
New +$257K 0.02% 623
2022
Q1 		– Sell
-3,651
Closed -$391K – 807
2021
Q4 		$391K Sell
3,651
-40
-1% -$4.51K 0.03% 511
2021
Q3 		$395K Buy
3,691
+39
+1% +$4.3K 0.03% 505
2021
Q2 		$462K Sell
3,652
-1,694
-32% -$219K 0.03% 555
2021
Q1 		$631K Buy
5,346
+31
+0.6% +$3.85K 0.05% 386
2020
Q4 		$549K Buy
5,315
+198
+4% +$15.2K 0.05% 376
2020
Q3 		$335K Sell
5,117
-10,421
-67% -$715K 0.03% 446
2020
Q2 		$898K Hold
15,538
– – 0.12% 180
2020
Q1 		$498K Hold
15,538
– – 0.07% 286
2019
Q4 		$692K Sell
15,538
-6
-0% -$242 0.08% 272
2019
Q3 		$606K Buy
15,544
+56
+0.4% +$2.39K 0.08% 284
2019
Q2 		$602K Hold
15,488
– – 0.09% 255
2019
Q1 		$582K Sell
15,488
-39
-0.3% -$1.44K 0.1% 241
2018
Q4 		$508K Buy
15,527
+67
+0.4% +$2.25K 0.1% 244
2018
Q3 		$599K Hold
15,460
– – 0.13% 197
2018
Q2 		$421K Sell
15,460
-755
-5% -$20.7K 0.11% 232
2018
Q1 		$438K Hold
16,215
– – 0.12% 204
2017
Q4 		$389K Hold
16,215
– – 0.1% 240
2017
Q3 		$353K Hold
16,215
– – 0.15% 162
2017
Q2 		$2 Hold
16,215
– – ﹤0.01% 1227
2017
Q1 		$216K Buy
16,215
+15,420
+1,940% +$201K 0.14% 166
2016
Q4 		$10K Buy
+795
New +$9.31K 0.01% 793

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

IHT Wealth Management's PPLI Position: Q3 2022 in Review

IHT Wealth Management sold out of People Inc (PPLI) in Q3 2022, closing a stake of 3,651 shares — an estimated $228K sold.

IHT Wealth Management first reported a position in PPLI in Q4 2016 and held it in 22 quarters. The position peaked at $898K in Q2 2020. 394 funds tracked by Wall St. Rank hold PPLI as of Q3 2022.

  • IHT Wealth Management reported no remaining People Inc position as of Q3 2022 after selling out during the quarter.
  • IHT Wealth Management sold 3,651 People Inc shares in Q3 2022, an estimated $228K.
  • IHT Wealth Management first reported a position in People Inc in Q4 2016 and held it in 22 quarters.
  • IHT Wealth Management's People Inc position peaked at $898K in Q2 2020.
  • 394 funds tracked by Wall St. Rank held People Inc as of Q3 2022.

Based on IHT Wealth Management's 13F filing for Q3 2022, filed 22 Nov 2022.