Parisi Gray Wealth Management’s People Inc PPLI Stock Holding History

Parisi Gray 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	-66	Closed	-$8K	–	315
2021 Q2	$8K	Buy	+66	New	+$8.55K	﹤0.01%	471
2019 Q2	–	Sell	-302	Closed	-$11K	–	255
2019 Q1	$11K	Hold	302	–	–	0.01%	373
2018 Q4	$10K	Hold	302	–	–	0.01%	387
2018 Q3	$12K	Hold	302	–	–	0.01%	386
2018 Q2	$8K	Hold	302	–	–	0.01%	438
2018 Q1	$8K	Sell	302 -146	-33%	-$3.85K	0.01%	455
2017 Q4	$10K	Buy	+448	New	+$10K	0.01%	453

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Parisi Gray Wealth Management's PPLI Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of People Inc (PPLI) in Q3 2021, closing a stake of 66 shares — an estimated $8K sold.

Parisi Gray Wealth Management first reported a position in PPLI in Q4 2017 and held it in 7 quarters. The position peaked at $12K in Q3 2018. 465 funds tracked by Wall St. Rank hold PPLI as of Q3 2021.

Parisi Gray Wealth Management reported no remaining People Inc position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 66 People Inc shares in Q3 2021, an estimated $8K.
Parisi Gray Wealth Management first reported a position in People Inc in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's People Inc position peaked at $12K in Q3 2018.
465 funds tracked by Wall St. Rank held People Inc as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.