Sowell Financial Services’s People Inc PPLI Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-4,395	Closed	-$553K	–	1514
2021 Q1	$553K	Buy	4,395 +1,115	+34%	+$138K	0.02%	610
2020 Q4	$339K	Buy	3,280 +90	+3%	+$6.9K	0.01%	646
2020 Q3	$209K	Sell	3,190 -6,177	-66%	-$424K	0.01%	711
2020 Q2	$541K	Buy	9,367 +135	+1%	+$6K	0.03%	432
2020 Q1	$296K	Sell	9,232 -4,706	-34%	-$186K	0.02%	548
2019 Q4	$621K	Sell	13,938 -375	-3%	-$15.1K	0.05%	384
2019 Q3	$558K	Buy	+14,313	New	+$611K	0.05%	382
2019 Q1	$456K	Buy	12,142 +145	+1%	+$5.37K	0.05%	356
2018 Q4	$392K	Sell	11,997 -246	-2%	-$8.26K	0.06%	323
2018 Q3	$474K	Hold	12,243	–	–	0.07%	203
2018 Q2	$418K	Buy	12,243 +84	+0.7%	+$2.3K	0.09%	190
2018 Q1	$284K	Hold	12,159	–	–	0.07%	221
2017 Q4	$293K	Buy	12,159 +101	+0.8%	+$2.26K	0.07%	213
2017 Q3	$277K	Buy	12,058 +145	+1%	+$2.82K	0.07%	209
2017 Q2	$225K	Hold	11,913	–	–	0.06%	225
2017 Q1	$220K	Hold	11,913	–	–	0.07%	225
2016 Q4	$162K	Buy	+11,913	New	+$140K	0.05%	212

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BlackRock New York $5.7T AUM 30.48% 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

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

First Manhattan

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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return