WFA of San Diego’s People Inc PPLI Stock Holding History

WFA of San Diego’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	-43	Closed	-$1.55K	–	213
2022 Q4	$1.55K	Buy	+43	New	+$1.7K	﹤0.01%	439

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

WFA of San Diego's PPLI Position: Q1 2023 in Review

WFA of San Diego sold out of People Inc (PPLI) in Q1 2023, closing a stake of 43 shares — an estimated $1.55K sold.

WFA of San Diego first reported a position in PPLI in Q4 2022 and held it in 1 quarter. The position peaked at $1.55K in Q4 2022. 370 funds tracked by Wall St. Rank hold PPLI as of Q1 2023.

WFA of San Diego reported no remaining People Inc position as of Q1 2023 after selling out during the quarter.
WFA of San Diego sold 43 People Inc shares in Q1 2023, an estimated $1.55K.
WFA of San Diego first reported a position in People Inc in Q4 2022 and held it in 1 quarter.
WFA of San Diego's People Inc position peaked at $1.55K in Q4 2022.
370 funds tracked by Wall St. Rank held People Inc as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.