Prentice Wealth Management’s People Inc PPLI Stock Holding History

Prentice 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
2022 Q3	–	Sell	-49	Closed	-$3K	–	125
2022 Q2	$3K	Buy	+49	New	+$3.46K	﹤0.01%	121
2021 Q4	–	Sell	-99	Closed	-$11K	–	191
2021 Q3	$11K	Buy	+99	New	+$10.9K	0.01%	247
2021 Q2	–	Sell	-156	Closed	-$18K	–	348
2021 Q1	$18K	Buy	+156	New	+$19.4K	0.01%	217

Other funds holding PPLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Prentice Wealth Management's PPLI Position: Q3 2022 in Review

Prentice Wealth Management sold out of People Inc (PPLI) in Q3 2022, closing a stake of 49 shares — an estimated $3K sold.

Prentice Wealth Management first reported a position in PPLI in Q1 2021 and held it in 3 quarters. The position peaked at $18K in Q1 2021. 394 funds tracked by Wall St. Rank hold PPLI as of Q3 2022.

Prentice Wealth Management reported no remaining People Inc position as of Q3 2022 after selling out during the quarter.
Prentice Wealth Management sold 49 People Inc shares in Q3 2022, an estimated $3K.
Prentice Wealth Management first reported a position in People Inc in Q1 2021 and held it in 3 quarters.
Prentice Wealth Management's People Inc position peaked at $18K in Q1 2021.
394 funds tracked by Wall St. Rank held People Inc as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.