WAP
PPLI

Wealthcare Advisory Partners’s People Inc PPLI Stock Holding History

Wealthcare Advisory Partners’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
-1,846
Closed -$233K – 561
2021
Q2 		$233K Sell
1,846
-761
-29% -$98.6K 0.02% 482
2021
Q1 		$308K Buy
+2,607
New +$324K 0.02% 389
2020
Q1 		– Sell
-140
Closed -$6K – 1530
2019
Q4 		$6K Buy
+140
New +$5.64K ﹤0.01% 1066

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SP
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthcare Advisory Partners's PPLI Position: Q3 2021 in Review

Wealthcare Advisory Partners sold out of People Inc (PPLI) in Q3 2021, closing a stake of 1,846 shares — an estimated $233K sold.

Wealthcare Advisory Partners first reported a position in PPLI in Q4 2019 and held it in 3 quarters. The position peaked at $308K in Q1 2021. 465 funds tracked by Wall St. Rank hold PPLI as of Q3 2021.

  • Wealthcare Advisory Partners reported no remaining People Inc position as of Q3 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,846 People Inc shares in Q3 2021, an estimated $233K.
  • Wealthcare Advisory Partners first reported a position in People Inc in Q4 2019 and held it in 3 quarters.
  • Wealthcare Advisory Partners's People Inc position peaked at $308K in Q1 2021.
  • 465 funds tracked by Wall St. Rank held People Inc as of Q3 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2021, filed 15 Nov 2021.