VNA
PPLI

Valley National Advisers’s People Inc PPLI Stock Holding History

Valley National Advisers’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
Q1 		– Sell
-7
Closed -$1K – 875
2020
Q4 		$1K Sell
7
-2
-22% -$153 ﹤0.01% 746
2020
Q3 		$1K Sell
9
-19
-68% -$1.3K ﹤0.01% 712
2020
Q2 		$2K Hold
28
– – ﹤0.01% 664
2020
Q1 		$1K Buy
+28
New +$1.11K ﹤0.01% 702

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Valley National Advisers's PPLI Position: Q1 2021 in Review

Valley National Advisers sold out of People Inc (PPLI) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Valley National Advisers first reported a position in PPLI in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2020. 533 funds tracked by Wall St. Rank hold PPLI as of Q1 2021.

  • Valley National Advisers reported no remaining People Inc position as of Q1 2021 after selling out during the quarter.
  • Valley National Advisers sold 7 People Inc shares in Q1 2021, an estimated $1K.
  • Valley National Advisers first reported a position in People Inc in Q1 2020 and held it in 4 quarters.
  • Valley National Advisers's People Inc position peaked at $2K in Q2 2020.
  • 533 funds tracked by Wall St. Rank held People Inc as of Q1 2021.

Based on Valley National Advisers's 13F filing for Q1 2021, filed 7 May 2021.