TW
PPLI

Transform Wealth’s People Inc PPLI Stock Holding History

Transform Wealth’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
2022
Q3 		– Sell
-4,932
Closed -$307K – 190
2022
Q2 		$307K Sell
4,932
-131
-3% -$9.24K 0.05% 162
2022
Q1 		$416K Sell
5,063
-479
-9% -$46.5K 0.05% 168
2021
Q4 		$594K Sell
5,542
-676
-11% -$76.2K 0.06% 146
2021
Q3 		$665K Buy
6,218
+835
+16% +$92K 0.08% 145
2021
Q2 		$681K Sell
5,383
-1,486
-22% -$192K 0.08% 152
2021
Q1 		$811K Sell
6,869
-187
-3% -$23.2K 0.16% 111
2020
Q4 		$729K Sell
7,056
-1,671
-19% -$128K 0.15% 121
2020
Q3 		$571K Sell
8,727
-3,695
-30% -$253K 0.09% 137
2020
Q2 		$718K Buy
+12,422
New +$552K 0.12% 120

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Transform Wealth's PPLI Position: Q3 2022 in Review

Transform Wealth sold out of People Inc (PPLI) in Q3 2022, closing a stake of 4,932 shares — an estimated $307K sold.

Transform Wealth first reported a position in PPLI in Q2 2020 and held it in 9 quarters. The position peaked at $811K in Q1 2021. 394 funds tracked by Wall St. Rank hold PPLI as of Q3 2022.

  • Transform Wealth reported no remaining People Inc position as of Q3 2022 after selling out during the quarter.
  • Transform Wealth sold 4,932 People Inc shares in Q3 2022, an estimated $307K.
  • Transform Wealth first reported a position in People Inc in Q2 2020 and held it in 9 quarters.
  • Transform Wealth's People Inc position peaked at $811K in Q1 2021.
  • 394 funds tracked by Wall St. Rank held People Inc as of Q3 2022.

Based on Transform Wealth's 13F filing for Q3 2022, filed 21 Oct 2022.