WAM
PPLI

Worth Asset Management’s People Inc PPLI Stock Holding History

Worth Asset 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
2022
Q3 		– Sell
-18
Closed -$1K – 504
2022
Q2 		$1K Hold
18
– – ﹤0.01% 494
2022
Q1 		$1K Buy
+18
New +$1.75K ﹤0.01% 504

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

Worth Asset Management's PPLI Position: Q3 2022 in Review

Worth Asset Management sold out of People Inc (PPLI) in Q3 2022, closing a stake of 18 shares — an estimated $1K sold.

Worth Asset Management first reported a position in PPLI in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 394 funds tracked by Wall St. Rank hold PPLI as of Q3 2022.

  • Worth Asset Management reported no remaining People Inc position as of Q3 2022 after selling out during the quarter.
  • Worth Asset Management sold 18 People Inc shares in Q3 2022, an estimated $1K.
  • Worth Asset Management first reported a position in People Inc in Q1 2022 and held it in 2 quarters.
  • Worth Asset Management's People Inc position peaked at $1K in Q2 2022.
  • 394 funds tracked by Wall St. Rank held People Inc as of Q3 2022.

Based on Worth Asset Management's 13F filing for Q3 2022, filed 7 Oct 2022.