NewEdge Wealth’s People Inc PPLI Stock Holding History

NewEdge 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 Q2	–	Sell	-7,217	Closed	-$852K	–	292
2021 Q1	$852K	Buy	+7,217	New	+$896K	0.08%	176

Other funds holding PPLI

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

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

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

DSA

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

NewEdge Wealth's PPLI Position: Q2 2021 in Review

NewEdge Wealth sold out of People Inc (PPLI) in Q2 2021, closing a stake of 7,217 shares — an estimated $852K sold.

NewEdge Wealth first reported a position in PPLI in Q1 2021 and held it in 1 quarter. The position peaked at $852K in Q1 2021. 493 funds tracked by Wall St. Rank hold PPLI as of Q2 2021.

NewEdge Wealth reported no remaining People Inc position as of Q2 2021 after selling out during the quarter.
NewEdge Wealth sold 7,217 People Inc shares in Q2 2021, an estimated $852K.
NewEdge Wealth first reported a position in People Inc in Q1 2021 and held it in 1 quarter.
NewEdge Wealth's People Inc position peaked at $852K in Q1 2021.
493 funds tracked by Wall St. Rank held People Inc as of Q2 2021.

Based on NewEdge Wealth's 13F filing for Q2 2021, filed 11 Aug 2021.