PFA
PPLI

Professional Financial Advisors’s People Inc PPLI Stock Holding History

Professional Financial Advisors’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
Q4 		– Sell
-127
Closed -$6K – 244
2022
Q3 		$6K Sell
127
-27
-18% -$1.52K ﹤0.01% 342
2022
Q2 		$10K Buy
154
+39
+34% +$2.75K 0.01% 294
2022
Q1 		$9K Hold
115
– – ﹤0.01% 322
2021
Q4 		$12K Buy
+115
New +$13K 0.01% 297

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Professional Financial Advisors's PPLI Position: Q4 2022 in Review

Professional Financial Advisors sold out of People Inc (PPLI) in Q4 2022, closing a stake of 127 shares — an estimated $6K sold.

Professional Financial Advisors first reported a position in PPLI in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 379 funds tracked by Wall St. Rank hold PPLI as of Q4 2022.

  • Professional Financial Advisors reported no remaining People Inc position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 127 People Inc shares in Q4 2022, an estimated $6K.
  • Professional Financial Advisors first reported a position in People Inc in Q4 2021 and held it in 4 quarters.
  • Professional Financial Advisors's People Inc position peaked at $12K in Q4 2021.
  • 379 funds tracked by Wall St. Rank held People Inc as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.