IWS
PPLI

Insight Wealth Strategies’s People Inc PPLI Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-4,029
Closed -$432K – 161
2021
Q4 		$432K Buy
4,029
+266
+7% +$30K 0.06% 124
2021
Q3 		$402K Buy
3,763
+786
+26% +$86.6K 0.06% 149
2021
Q2 		$376K Sell
2,977
-2,173
-42% -$281K 0.05% 149
2021
Q1 		$608K Buy
5,150
+236
+5% +$29.3K 0.08% 133
2020
Q4 		$508K Buy
4,914
+229
+5% +$17.6K 0.09% 114
2020
Q3 		$306K Sell
4,685
-4,066
-46% -$279K 0.06% 143
2020
Q2 		$506K Buy
8,751
+1,522
+21% +$67.6K 0.11% 84
2020
Q1 		$232K Sell
7,229
-12,327
-63% -$488K 0.06% 132
2019
Q4 		$871K Buy
19,556
+755
+4% +$30.4K 0.18% 89
2019
Q3 		$732K Buy
18,801
+5,624
+43% +$240K 0.17% 90
2019
Q2 		$512K Buy
+13,177
New +$526K 0.13% 104

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
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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Insight Wealth Strategies's PPLI Position: Q1 2022 in Review

Insight Wealth Strategies sold out of People Inc (PPLI) in Q1 2022, closing a stake of 4,029 shares — an estimated $432K sold.

Insight Wealth Strategies first reported a position in PPLI in Q2 2019 and held it in 11 quarters. The position peaked at $871K in Q4 2019. 425 funds tracked by Wall St. Rank hold PPLI as of Q1 2022.

  • Insight Wealth Strategies reported no remaining People Inc position as of Q1 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,029 People Inc shares in Q1 2022, an estimated $432K.
  • Insight Wealth Strategies first reported a position in People Inc in Q2 2019 and held it in 11 quarters.
  • Insight Wealth Strategies's People Inc position peaked at $871K in Q4 2019.
  • 425 funds tracked by Wall St. Rank held People Inc as of Q1 2022.

Based on Insight Wealth Strategies's 13F filing for Q1 2022, filed 12 Apr 2022.