Summit Wealth Group’s People Inc PPLI Stock Holding History

Summit Wealth Group’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 Q3	–	Sell	-73	Closed	-$9K	–	130
2021 Q2	$9K	Sell	73 -37	-34%	-$4.79K	0.01%	105
2021 Q1	$13K	Buy	+110	New	+$13.7K	0.02%	92

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

DSA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Summit Wealth Group's PPLI Position: Q3 2021 in Review

Summit Wealth Group sold out of People Inc (PPLI) in Q3 2021, closing a stake of 73 shares — an estimated $9K sold.

Summit Wealth Group first reported a position in PPLI in Q1 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 465 funds tracked by Wall St. Rank hold PPLI as of Q3 2021.

Summit Wealth Group reported no remaining People Inc position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 73 People Inc shares in Q3 2021, an estimated $9K.
Summit Wealth Group first reported a position in People Inc in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's People Inc position peaked at $13K in Q1 2021.
465 funds tracked by Wall St. Rank held People Inc as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.