SWM
PPD

Spire Wealth Management’s PPD, Inc. Common Stock PPD Stock Holding History

Spire Wealth Management’s Portfolio PPD Stock Details PPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-52
Closed -$2K – 3095
2021
Q1 		$2K Buy
+52
New +$1.86K ﹤0.01% 2909

Other funds holding PPD

HFCIV
H&F Corporate Investors VII San Francisco, California $3.61B AUM 26.49% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spire Wealth Management's PPD Position: Q2 2021 in Review

Spire Wealth Management sold out of PPD, Inc. Common Stock (PPD) in Q2 2021, closing a stake of 52 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in PPD in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 248 funds tracked by Wall St. Rank hold PPD as of Q2 2021.

  • Spire Wealth Management reported no remaining PPD, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 52 PPD, Inc. Common Stock shares in Q2 2021, an estimated $2K.
  • Spire Wealth Management first reported a position in PPD, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's PPD, Inc. Common Stock position peaked at $2K in Q1 2021.
  • 248 funds tracked by Wall St. Rank held PPD, Inc. Common Stock as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.