Reilly Financial Advisors’s People Inc PPLI Stock Holding History

Reilly 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
2021 Q4	$4K	Buy	+39	New	+$4.4K	﹤0.01%	888
2021 Q3	–	Sell	-39	Closed	-$5K	–	976
2021 Q2	$5K	Buy	+39	New	+$5.05K	﹤0.01%	791
2021 Q1	–	Sell	-59	Closed	-$6K	–	1025
2020 Q4	$6K	Hold	59	–	–	﹤0.01%	686
2020 Q3	$4K	Sell	59 -120	-67%	-$8.23K	﹤0.01%	689
2020 Q2	$10K	Hold	179	–	–	﹤0.01%	575
2020 Q1	$6K	Hold	179	–	–	﹤0.01%	650
2019 Q4	$8K	Hold	179	–	–	﹤0.01%	664
2019 Q3	$7K	Hold	179	–	–	﹤0.01%	689
2019 Q2	$7K	Hold	179	–	–	﹤0.01%	726
2019 Q1	$7K	Buy	+179	New	+$6.62K	﹤0.01%	746

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

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

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

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

Reilly Financial Advisors's PPLI Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in People Inc (PPLI) in Q4 2021: 39 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #888 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in PPLI as recently as Q2 2021.

Reilly Financial Advisors first reported a position in PPLI in Q1 2019 and has held it in 10 quarters since. The position peaked at $10K in Q2 2020. 472 funds tracked by Wall St. Rank hold PPLI as of Q4 2021.

Reilly Financial Advisors held 39 shares of People Inc worth $4K as of Q4 2021.
People Inc was a new Reilly Financial Advisors position in Q4 2021.
People Inc made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #888 holding.
Reilly Financial Advisors first reported a position in People Inc in Q1 2019 and has held it in 10 quarters since.
Reilly Financial Advisors's People Inc position peaked at $10K in Q2 2020.
472 funds tracked by Wall St. Rank held People Inc as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.