WFA
PPLI

Wipfli Financial Advisors’s People Inc PPLI Stock Holding History

Wipfli Financial 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
2022
Q3 		$40K Buy
+886
New +$49.9K ﹤0.01% 1212

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
T. Rowe Price Associates
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Wipfli Financial Advisors's PPLI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in People Inc (PPLI) in Q3 2022: 886 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings.

394 funds tracked by Wall St. Rank hold PPLI as of Q3 2022.

  • Wipfli Financial Advisors held 886 shares of People Inc worth $40K as of Q3 2022.
  • People Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • People Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1212 holding.
  • 394 funds tracked by Wall St. Rank held People Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.