PFWA
PPLI

Paces Ferry Wealth Advisors’s People Inc PPLI Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-447
Closed -$29K – 578
2020
Q3 		$29K Buy
+447
New +$30.7K 0.03% 288

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paces Ferry Wealth Advisors's PPLI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of People Inc (PPLI) in Q4 2020, closing a stake of 447 shares — an estimated $29K sold.

Paces Ferry Wealth Advisors first reported a position in PPLI in Q3 2020 and held it in 1 quarter. The position peaked at $29K in Q3 2020. 504 funds tracked by Wall St. Rank hold PPLI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining People Inc position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 447 People Inc shares in Q4 2020, an estimated $29K.
  • Paces Ferry Wealth Advisors first reported a position in People Inc in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's People Inc position peaked at $29K in Q3 2020.
  • 504 funds tracked by Wall St. Rank held People Inc as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.