PWMG
PPLI

Prestige Wealth Management Group’s People Inc PPLI Stock Holding History

Prestige Wealth Management Group’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
Q4 		– Sell
-35
Closed -$4K – 1020
2021
Q3 		$4K Buy
35
+15
+75% +$1.65K ﹤0.01% 684
2021
Q2 		$3K Buy
+20
New +$2.59K ﹤0.01% 729
2020
Q4 		– Sell
-11
Closed -$1K – 981
2020
Q3 		$1K Sell
11
-23
-68% -$1.58K ﹤0.01% 776
2020
Q2 		$2K Hold
34
– – ﹤0.01% 671
2020
Q1 		$1K Buy
+34
New +$1.35K ﹤0.01% 761
2019
Q1 		– Sell
-34
Closed -$1K – 791
2018
Q4 		$1K Buy
+34
New +$1.14K ﹤0.01% 1032

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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Prestige Wealth Management Group's PPLI Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of People Inc (PPLI) in Q4 2021, closing a stake of 35 shares — an estimated $4K sold.

Prestige Wealth Management Group first reported a position in PPLI in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q3 2021. 471 funds tracked by Wall St. Rank hold PPLI as of Q4 2021.

  • Prestige Wealth Management Group reported no remaining People Inc position as of Q4 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 35 People Inc shares in Q4 2021, an estimated $4K.
  • Prestige Wealth Management Group first reported a position in People Inc in Q4 2018 and held it in 6 quarters.
  • Prestige Wealth Management Group's People Inc position peaked at $4K in Q3 2021.
  • 471 funds tracked by Wall St. Rank held People Inc as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.