Intercontinental Wealth Advisors’s People Inc PPLI Stock Holding History

Intercontinental 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
2023 Q2	$411K	Buy	+7,981	New	+$366K	0.1%	212
2022 Q3	–	Sell	-4,148	Closed	-$259K	–	272
2022 Q2	$259K	Buy	4,148 +68	+2%	+$4.8K	0.07%	243
2022 Q1	$336K	Buy	4,080 +51	+1%	+$4.96K	0.08%	227
2021 Q4	$432K	Buy	4,029 +47	+1%	+$5.3K	0.09%	201
2021 Q3	$426K	Sell	3,982 -14	-0.4%	-$1.54K	0.1%	187
2021 Q2	$505K	Sell	3,996 -1,937	-33%	-$251K	0.1%	179
2021 Q1	$700K	Buy	5,933 +175	+3%	+$21.7K	0.15%	114
2020 Q4	$595K	Sell	5,758 -1,737	-23%	-$133K	0.14%	121
2020 Q3	$490K	Buy	+7,495	New	+$514K	0.14%	114

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

DSA

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

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

FCM

Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

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

Intercontinental Wealth Advisors's PPLI Position: Q2 2023 in Review

Intercontinental Wealth Advisors opened a new position in People Inc (PPLI) in Q2 2023: 7,981 shares worth $411K. The stake represents 0.1% of the portfolio and ranks #212 among its holdings. This is a return to the name: Intercontinental Wealth Advisors previously reported a position in PPLI as recently as Q2 2022.

Intercontinental Wealth Advisors first reported a position in PPLI in Q3 2020 and has held it in 9 quarters since. The position peaked at $700K in Q1 2021. 372 funds tracked by Wall St. Rank hold PPLI as of Q2 2023.

Intercontinental Wealth Advisors held 7,981 shares of People Inc worth $411K as of Q2 2023.
People Inc was a new Intercontinental Wealth Advisors position in Q2 2023.
People Inc made up 0.1% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #212 holding.
Intercontinental Wealth Advisors first reported a position in People Inc in Q3 2020 and has held it in 9 quarters since.
Intercontinental Wealth Advisors's People Inc position peaked at $700K in Q1 2021.
372 funds tracked by Wall St. Rank held People Inc as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.