SWA
PPLI

Stratos Wealth Advisors’s People Inc PPLI Stock Holding History

Stratos 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
2023
Q1 		– Sell
-10,816
Closed -$394K – 611
2022
Q4 		$394K Buy
+10,816
New +$428K 0.03% 432

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Stratos Wealth Advisors's PPLI Position: Q1 2023 in Review

Stratos Wealth Advisors sold out of People Inc (PPLI) in Q1 2023, closing a stake of 10,816 shares — an estimated $394K sold.

Stratos Wealth Advisors first reported a position in PPLI in Q4 2022 and held it in 1 quarter. The position peaked at $394K in Q4 2022. 370 funds tracked by Wall St. Rank hold PPLI as of Q1 2023.

  • Stratos Wealth Advisors reported no remaining People Inc position as of Q1 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 10,816 People Inc shares in Q1 2023, an estimated $394K.
  • Stratos Wealth Advisors first reported a position in People Inc in Q4 2022 and held it in 1 quarter.
  • Stratos Wealth Advisors's People Inc position peaked at $394K in Q4 2022.
  • 370 funds tracked by Wall St. Rank held People Inc as of Q1 2023.

Based on Stratos Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.