Planned Solutions’s People Inc PPLI Stock Holding History

Planned Solutions’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 Q1	–	Sell	-46	Closed	-$5K	–	214
2020 Q4	$5K	Buy	+46	New	+$3.52K	﹤0.01%	384

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

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

Planned Solutions's PPLI Position: Q1 2021 in Review

Planned Solutions sold out of People Inc (PPLI) in Q1 2021, closing a stake of 46 shares — an estimated $5K sold.

Planned Solutions first reported a position in PPLI in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 533 funds tracked by Wall St. Rank hold PPLI as of Q1 2021.

Planned Solutions reported no remaining People Inc position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 46 People Inc shares in Q1 2021, an estimated $5K.
Planned Solutions first reported a position in People Inc in Q4 2020 and held it in 1 quarter.
Planned Solutions's People Inc position peaked at $5K in Q4 2020.
533 funds tracked by Wall St. Rank held People Inc as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.