RIA
PPLI

Realta Investment Advisors’s People Inc PPLI Stock Holding History

Realta Investment 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
2020
Q3 		– Sell
-7,084
Closed -$409K – 343
2020
Q2 		$409K Buy
7,084
+347
+5% +$15.4K 0.13% 195
2020
Q1 		$216K Buy
6,737
+336
+5% +$13.3K 0.09% 251
2019
Q4 		$255K Sell
6,401
-1,612
-20% -$65K 0.07% 289
2019
Q3 		$310K Buy
8,013
+3,912
+95% +$167K 0.08% 253
2019
Q2 		$158K Buy
4,101
+699
+21% +$27.9K 0.04% 382
2019
Q1 		$125K Buy
+3,402
New +$126K 0.06% 351

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
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Realta Investment Advisors's PPLI Position: Q3 2020 in Review

Realta Investment Advisors sold out of People Inc (PPLI) in Q3 2020, closing a stake of 7,084 shares — an estimated $409K sold.

Realta Investment Advisors first reported a position in PPLI in Q1 2019 and held it in 6 quarters. The position peaked at $409K in Q2 2020. 475 funds tracked by Wall St. Rank hold PPLI as of Q3 2020.

  • Realta Investment Advisors reported no remaining People Inc position as of Q3 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 7,084 People Inc shares in Q3 2020, an estimated $409K.
  • Realta Investment Advisors first reported a position in People Inc in Q1 2019 and held it in 6 quarters.
  • Realta Investment Advisors's People Inc position peaked at $409K in Q2 2020.
  • 475 funds tracked by Wall St. Rank held People Inc as of Q3 2020.

Based on Realta Investment Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.