Kore Private Wealth’s People Inc PPLI Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-1,738	Closed	-$220K	–	458
2021 Q2	$220K	Sell	1,738 -873	-33%	-$113K	0.02%	369
2021 Q1	$308K	Hold	2,611	–	–	0.04%	265
2020 Q4	$270K	Buy	+2,611	New	+$200K	0.04%	256
2020 Q3	–	Sell	-7,884	Closed	-$455K	–	632
2020 Q2	$455K	Hold	7,884	–	–	0.09%	136
2020 Q1	$253K	Buy	7,884 +1,030	+15%	+$40.8K	0.06%	180
2019 Q4	$305K	Hold	6,854	–	–	0.06%	193
2019 Q3	$267K	Hold	6,854	–	–	0.06%	186
2019 Q2	$266K	Hold	6,854	–	–	0.06%	182
2019 Q1	$257K	Hold	6,854	–	–	0.06%	171
2018 Q4	$224K	Buy	+6,854	New	+$230K	0.06%	187

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

DSA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kore Private Wealth's PPLI Position: Q3 2021 in Review

Kore Private Wealth sold out of People Inc (PPLI) in Q3 2021, closing a stake of 1,738 shares — an estimated $220K sold.

Kore Private Wealth first reported a position in PPLI in Q4 2018 and held it in 10 quarters. The position peaked at $455K in Q2 2020. 465 funds tracked by Wall St. Rank hold PPLI as of Q3 2021.

Kore Private Wealth reported no remaining People Inc position as of Q3 2021 after selling out during the quarter.
Kore Private Wealth sold 1,738 People Inc shares in Q3 2021, an estimated $220K.
Kore Private Wealth first reported a position in People Inc in Q4 2018 and held it in 10 quarters.
Kore Private Wealth's People Inc position peaked at $455K in Q2 2020.
465 funds tracked by Wall St. Rank held People Inc as of Q3 2021.

Based on Kore Private Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.