RWA
PPLI

Ropes Wealth Advisors’s People Inc PPLI Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-117
Closed -$12K – 484
2020
Q4 		$12K Hold
117
– – ﹤0.01% 522
2020
Q3 		$8K Buy
+117
New +$8.03K ﹤0.01% 530
2020
Q2 		– Sell
-358
Closed -$11K – 586
2020
Q1 		$11K Hold
358
– – ﹤0.01% 412
2019
Q4 		$16K Hold
358
– – ﹤0.01% 443
2019
Q3 		$14K Buy
+358
New +$15.3K ﹤0.01% 456

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ropes Wealth Advisors's PPLI Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of People Inc (PPLI) in Q1 2021, closing a stake of 117 shares — an estimated $12K sold.

Ropes Wealth Advisors first reported a position in PPLI in Q3 2019 and held it in 5 quarters. The position peaked at $16K in Q4 2019. 533 funds tracked by Wall St. Rank hold PPLI as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining People Inc position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 117 People Inc shares in Q1 2021, an estimated $12K.
  • Ropes Wealth Advisors first reported a position in People Inc in Q3 2019 and held it in 5 quarters.
  • Ropes Wealth Advisors's People Inc position peaked at $16K in Q4 2019.
  • 533 funds tracked by Wall St. Rank held People Inc as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.