U.S. Capital Wealth Advisors’s People Inc PPLI Stock Holding History

U.S. Capital 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	-288	Closed	-$10.5K	–	1035
2022 Q4	$10.5K	Buy	+288	New	+$11.4K	﹤0.01%	1263
2022 Q2	–	Sell	-5,688	Closed	-$468K	–	697
2022 Q1	$468K	Hold	5,688	–	–	0.02%	528
2021 Q4	$610K	Hold	5,688	–	–	0.02%	482
2021 Q3	$608K	Buy	+5,688	New	+$627K	0.03%	477

Other funds holding PPLI

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

U.S. Capital Wealth Advisors's PPLI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of People Inc (PPLI) in Q1 2023, closing a stake of 288 shares — an estimated $10.5K sold.

U.S. Capital Wealth Advisors first reported a position in PPLI in Q3 2021 and held it in 4 quarters. The position peaked at $610K in Q4 2021. 370 funds tracked by Wall St. Rank hold PPLI as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining People Inc position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 288 People Inc shares in Q1 2023, an estimated $10.5K.
U.S. Capital Wealth Advisors first reported a position in People Inc in Q3 2021 and held it in 4 quarters.
U.S. Capital Wealth Advisors's People Inc position peaked at $610K in Q4 2021.
370 funds tracked by Wall St. Rank held People Inc as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.