Selective Wealth Management’s People Inc PPLI Stock Holding History

Selective Wealth Management’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 Q2	–	Sell	-22	Closed	-$2K	–	796
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	659
2021 Q4	$2K	Hold	22	–	–	﹤0.01%	605
2021 Q3	$2K	Hold	22	–	–	﹤0.01%	541
2021 Q2	$3K	Buy	+22	New	+$2.85K	﹤0.01%	440
2020 Q3	–	Sell	-62	Closed	-$4K	–	356
2020 Q2	$4K	Hold	62	–	–	﹤0.01%	322
2020 Q1	$2K	Hold	62	–	–	﹤0.01%	282
2019 Q4	$3K	Hold	62	–	–	﹤0.01%	260
2019 Q3	$2K	Buy	+62	New	+$2.65K	﹤0.01%	291

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Selective Wealth Management's PPLI Position: Q2 2022 in Review

Selective Wealth Management sold out of People Inc (PPLI) in Q2 2022, closing a stake of 22 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in PPLI in Q3 2019 and held it in 8 quarters. The position peaked at $4K in Q2 2020. 404 funds tracked by Wall St. Rank hold PPLI as of Q2 2022.

Selective Wealth Management reported no remaining People Inc position as of Q2 2022 after selling out during the quarter.
Selective Wealth Management sold 22 People Inc shares in Q2 2022, an estimated $2K.
Selective Wealth Management first reported a position in People Inc in Q3 2019 and held it in 8 quarters.
Selective Wealth Management's People Inc position peaked at $4K in Q2 2020.
404 funds tracked by Wall St. Rank held People Inc as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.