USAdvisors Wealth Management’s People Inc PPLI Stock Holding History

USAdvisors Wealth Management’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	-2,107	Closed	-$248K	–	106
2021 Q1	$248K	Hold	2,107	–	–	0.12%	96
2020 Q4	$217K	Buy	+2,107	New	+$161K	0.1%	85
2020 Q3	–	Sell	-6,435	Closed	-$372K	–	70
2020 Q2	$372K	Hold	6,435	–	–	0.2%	51
2020 Q1	$206K	Buy	+6,435	New	+$255K	0.13%	67
2019 Q4	–	Sell	-6,435	Closed	-$250K	–	87
2019 Q3	$250K	Hold	6,435	–	–	0.13%	52
2019 Q2	$250	Buy	+6,435	New	+$257K	0.11%	47
2019 Q1	–	Sell	-6,435	Closed	-$211K	–	48
2018 Q4	$211K	Hold	6,435	–	–	0.17%	39
2018 Q3	$249K	Buy	+6,435	New	+$209K	0.18%	54

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

USAdvisors Wealth Management's PPLI Position: Q2 2021 in Review

USAdvisors Wealth Management sold out of People Inc (PPLI) in Q2 2021, closing a stake of 2,107 shares — an estimated $248K sold.

USAdvisors Wealth Management first reported a position in PPLI in Q3 2018 and held it in 8 quarters. The position peaked at $372K in Q2 2020. 494 funds tracked by Wall St. Rank hold PPLI as of Q2 2021.

USAdvisors Wealth Management reported no remaining People Inc position as of Q2 2021 after selling out during the quarter.
USAdvisors Wealth Management sold 2,107 People Inc shares in Q2 2021, an estimated $248K.
USAdvisors Wealth Management first reported a position in People Inc in Q3 2018 and held it in 8 quarters.
USAdvisors Wealth Management's People Inc position peaked at $372K in Q2 2020.
494 funds tracked by Wall St. Rank held People Inc as of Q2 2021.

Based on USAdvisors Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.