LWA
PPLI

Lenox Wealth Advisors’s People Inc PPLI Stock Holding History

Lenox 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
2022
Q1 		– Sell
-63
Closed -$7K – 869
2021
Q4 		$7K Sell
63
-64
-50% -$7.22K ﹤0.01% 554
2021
Q3 		$14K Hold
127
– – ﹤0.01% 424
2021
Q2 		$16K Sell
127
-64
-34% -$8.29K ﹤0.01% 403
2021
Q1 		$22K Hold
191
– – ﹤0.01% 298
2020
Q4 		$20K Buy
+191
New +$14.6K ﹤0.01% 316
2020
Q2 		– Sell
-50
Closed -$2K – 685
2020
Q1 		$2K Hold
50
– – ﹤0.01% 585
2019
Q4 		$2K Hold
50
– – ﹤0.01% 604
2019
Q3 		$2K Buy
+50
New +$2.13K ﹤0.01% 505

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

Lenox Wealth Advisors's PPLI Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of People Inc (PPLI) in Q1 2022, closing a stake of 63 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in PPLI in Q3 2019 and held it in 8 quarters. The position peaked at $22K in Q1 2021. 426 funds tracked by Wall St. Rank hold PPLI as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining People Inc position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 63 People Inc shares in Q1 2022, an estimated $7K.
  • Lenox Wealth Advisors first reported a position in People Inc in Q3 2019 and held it in 8 quarters.
  • Lenox Wealth Advisors's People Inc position peaked at $22K in Q1 2021.
  • 426 funds tracked by Wall St. Rank held People Inc as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.