LPWM
PPLI

Lake Point Wealth Management’s People Inc PPLI Stock Holding History

Lake Point 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
Q1 		– Sell
-6
Closed -$1K – 443
2021
Q4 		$1K Buy
+6
New +$677 ﹤0.01% 390

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

Lake Point Wealth Management's PPLI Position: Q1 2022 in Review

Lake Point Wealth Management sold out of People Inc (PPLI) in Q1 2022, closing a stake of 6 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in PPLI in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 425 funds tracked by Wall St. Rank hold PPLI as of Q1 2022.

  • Lake Point Wealth Management reported no remaining People Inc position as of Q1 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 6 People Inc shares in Q1 2022, an estimated $1K.
  • Lake Point Wealth Management first reported a position in People Inc in Q4 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's People Inc position peaked at $1K in Q4 2021.
  • 425 funds tracked by Wall St. Rank held People Inc as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.