SFS
PPLI

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 – 1513
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

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $232M AUM 27.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sowell Financial Services's PPLI Position: Q2 2021 in Review

Sowell Financial Services sold out of People Inc (PPLI) in Q2 2021, closing a stake of 4,395 shares — an estimated $553K sold.

Sowell Financial Services first reported a position in PPLI in Q4 2016 and held it in 17 quarters. The position peaked at $621K in Q4 2019. 494 funds tracked by Wall St. Rank hold PPLI as of Q2 2021.

  • Sowell Financial Services reported no remaining People Inc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,395 People Inc shares in Q2 2021, an estimated $553K.
  • Sowell Financial Services first reported a position in People Inc in Q4 2016 and held it in 17 quarters.
  • Sowell Financial Services's People Inc position peaked at $621K in Q4 2019.
  • 494 funds tracked by Wall St. Rank held People Inc as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.