KPWS
PPLI

Kestra Private Wealth Services’s People Inc PPLI Stock Holding History

Kestra Private Wealth Services’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
2021
Q2 		– Sell
-1,807
Closed -$213K – 902
2021
Q1 		$213K Buy
+1,807
New +$224K 0.01% 716

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kestra Private Wealth Services's PPLI Position: Q2 2021 in Review

Kestra Private Wealth Services sold out of People Inc (PPLI) in Q2 2021, closing a stake of 1,807 shares — an estimated $213K sold.

Kestra Private Wealth Services first reported a position in PPLI in Q1 2021 and held it in 1 quarter. The position peaked at $213K in Q1 2021. 493 funds tracked by Wall St. Rank hold PPLI as of Q2 2021.

  • Kestra Private Wealth Services reported no remaining People Inc position as of Q2 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,807 People Inc shares in Q2 2021, an estimated $213K.
  • Kestra Private Wealth Services first reported a position in People Inc in Q1 2021 and held it in 1 quarter.
  • Kestra Private Wealth Services's People Inc position peaked at $213K in Q1 2021.
  • 493 funds tracked by Wall St. Rank held People Inc as of Q2 2021.

Based on Kestra Private Wealth Services's 13F filing for Q2 2021, filed 30 Jul 2021.