Laurel Wealth Advisors (California)’s People Inc PPLI Stock Holding History

Laurel Wealth Advisors (California)’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 Q2	–	Sell	-3,062	Closed	-$252K	–	695
2022 Q1	$252K	Sell	3,062 -245	-7%	-$23.8K	0.02%	641
2021 Q4	$355K	Buy	3,307 +250	+8%	+$28.2K	0.03%	563
2021 Q3	$327K	Hold	3,057	–	–	0.06%	314
2021 Q2	$387K	Sell	3,057 -1,584	-34%	-$205K	0.05%	336
2021 Q1	$548K	Buy	4,641 +669	+17%	+$83.1K	0.08%	240
2020 Q4	$411K	Buy	3,972 +366	+10%	+$28.1K	0.06%	282
2020 Q3	$236K	Sell	3,606 -2,941	-45%	-$202K	0.04%	354
2020 Q2	$378K	Buy	+6,547	New	+$291K	0.07%	257
2020 Q1	–	Sell	-5,707	Closed	-$254K	–	399
2019 Q4	$254K	Hold	5,707	–	–	0.04%	385
2019 Q3	$222K	Hold	5,707	–	–	0.04%	415
2019 Q2	$222K	Hold	5,707	–	–	0.05%	369
2019 Q1	$214K	Buy	+5,707	New	+$211K	0.05%	354

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PPLI Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of People Inc (PPLI) in Q2 2022, closing a stake of 3,062 shares — an estimated $252K sold.

Laurel Wealth Advisors (California) first reported a position in PPLI in Q1 2019 and held it in 12 quarters. The position peaked at $548K in Q1 2021. 404 funds tracked by Wall St. Rank hold PPLI as of Q2 2022.

Laurel Wealth Advisors (California) reported no remaining People Inc position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 3,062 People Inc shares in Q2 2022, an estimated $252K.
Laurel Wealth Advisors (California) first reported a position in People Inc in Q1 2019 and held it in 12 quarters.
Laurel Wealth Advisors (California)'s People Inc position peaked at $548K in Q1 2021.
404 funds tracked by Wall St. Rank held People Inc as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.