AAF Wealth Management’s PPL Corp PPL Stock Holding History

AAF Wealth Management’s Portfolio PPL Stock Details PPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,803	Closed	-$211K	–	52
2023 Q4	$211K	Buy	+7,803	New	+$198K	0.12%	46

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAF Wealth Management's PPL Position: Q1 2024 in Review

AAF Wealth Management sold out of PPL Corp (PPL) in Q1 2024, closing a stake of 7,803 shares — an estimated $211K sold.

AAF Wealth Management first reported a position in PPL in Q4 2023 and held it in 1 quarter. The position peaked at $211K in Q4 2023. 773 funds tracked by Wall St. Rank hold PPL as of Q1 2024.

AAF Wealth Management reported no remaining PPL Corp position as of Q1 2024 after selling out during the quarter.
AAF Wealth Management sold 7,803 PPL Corp shares in Q1 2024, an estimated $211K.
AAF Wealth Management first reported a position in PPL Corp in Q4 2023 and held it in 1 quarter.
AAF Wealth Management's PPL Corp position peaked at $211K in Q4 2023.
773 funds tracked by Wall St. Rank held PPL Corp as of Q1 2024.

Based on AAF Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.