PSIWM
PPLI

Paradigm Strategies in Wealth Management’s People Inc PPLI Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-61
Closed -$8K – 117
2021
Q2 		$8K Sell
61
-31
-34% -$4.02K 0.01% 179
2021
Q1 		$11K Buy
+92
New +$11.4K 0.01% 155

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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Paradigm Strategies in Wealth Management's PPLI Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of People Inc (PPLI) in Q3 2021, closing a stake of 61 shares — an estimated $8K sold.

Paradigm Strategies in Wealth Management first reported a position in PPLI in Q1 2021 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 465 funds tracked by Wall St. Rank hold PPLI as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining People Inc position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 61 People Inc shares in Q3 2021, an estimated $8K.
  • Paradigm Strategies in Wealth Management first reported a position in People Inc in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's People Inc position peaked at $11K in Q1 2021.
  • 465 funds tracked by Wall St. Rank held People Inc as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.