Stratos Wealth Partners’s People Inc PPLI Stock Holding History

Stratos Wealth Partners’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	-2,763	Closed	-$326K	–	1206
2021 Q1	$326K	Buy	2,763 +110	+4%	+$13.7K	0.01%	858
2020 Q4	$274K	Buy	+2,653	New	+$203K	0.01%	879
2020 Q3	–	Sell	-5,976	Closed	-$345K	–	1031
2020 Q2	$345K	Buy	+5,976	New	+$265K	0.01%	725
2020 Q1	–	Sell	-5,489	Closed	-$244K	–	969
2019 Q4	$244K	Sell	5,489 -246	-4%	-$9.92K	0.01%	836
2019 Q3	$223K	Buy	5,735 +33	+0.6%	+$1.41K	0.01%	846
2019 Q2	$222K	Sell	5,702 -224	-4%	-$8.94K	0.01%	840
2019 Q1	$223K	Buy	+5,926	New	+$219K	0.01%	822
2018 Q4	–	Sell	-3,391	Closed	-$131K	–	1578
2018 Q3	$131K	Buy	+3,391	New	+$110K	0.01%	1015
2018 Q2	–	Sell	-3,391	Closed	-$95K	–	1703
2018 Q1	$95K	Hold	3,391	–	–	﹤0.01%	1233
2017 Q4	$74K	Buy	+3,391	New	+$75.9K	﹤0.01%	1324

Other funds holding PPLI

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

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

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

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

DSA

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

Stratos Wealth Partners's PPLI Position: Q2 2021 in Review

Stratos Wealth Partners sold out of People Inc (PPLI) in Q2 2021, closing a stake of 2,763 shares — an estimated $326K sold.

Stratos Wealth Partners first reported a position in PPLI in Q4 2017 and held it in 10 quarters. The position peaked at $345K in Q2 2020. 493 funds tracked by Wall St. Rank hold PPLI as of Q2 2021.

Stratos Wealth Partners reported no remaining People Inc position as of Q2 2021 after selling out during the quarter.
Stratos Wealth Partners sold 2,763 People Inc shares in Q2 2021, an estimated $326K.
Stratos Wealth Partners first reported a position in People Inc in Q4 2017 and held it in 10 quarters.
Stratos Wealth Partners's People Inc position peaked at $345K in Q2 2020.
493 funds tracked by Wall St. Rank held People Inc as of Q2 2021.

Based on Stratos Wealth Partners's 13F filing for Q2 2021, filed 19 Jul 2021.