PFGIA
PPLI

Patriot Financial Group Insurance Agency’s People Inc PPLI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-34
Closed -$1K – 1731
2020
Q1 		$1K Sell
34
-5
-13% -$198 ﹤0.01% 1441
2019
Q4 		$2K Hold
39
– – ﹤0.01% 1119
2019
Q3 		$2K Hold
39
– – ﹤0.01% 1091
2019
Q2 		$2K Buy
39
+22
+129% +$878 ﹤0.01% 1114
2019
Q1 		$1K Buy
+17
New +$629 ﹤0.01% 1123

Other funds holding PPLI

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
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PPLI Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of People Inc (PPLI) in Q2 2020, closing a stake of 34 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in PPLI in Q1 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2019. 453 funds tracked by Wall St. Rank hold PPLI as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining People Inc position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 34 People Inc shares in Q2 2020, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in People Inc in Q1 2019 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's People Inc position peaked at $2K in Q4 2019.
  • 453 funds tracked by Wall St. Rank held People Inc as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.