ACG Wealth’s PPL Corp PPL Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-1,802	Closed	-$49K	–	808
2022 Q2	$49K	Buy	+1,802	New	+$51.7K	0.01%	437
2019 Q2	–	Sell	-6,416	Closed	-$204K	–	353
2019 Q1	$204K	Buy	+6,416	New	+$199K	0.03%	322

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

ACG Wealth's PPL Position: Q3 2022 in Review

ACG Wealth sold out of PPL Corp (PPL) in Q3 2022, closing a stake of 1,802 shares — an estimated $49K sold.

ACG Wealth first reported a position in PPL in Q1 2019 and held it in 2 quarters. The position peaked at $204K in Q1 2019. 753 funds tracked by Wall St. Rank hold PPL as of Q3 2022.

ACG Wealth reported no remaining PPL Corp position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 1,802 PPL Corp shares in Q3 2022, an estimated $49K.
ACG Wealth first reported a position in PPL Corp in Q1 2019 and held it in 2 quarters.
ACG Wealth's PPL Corp position peaked at $204K in Q1 2019.
753 funds tracked by Wall St. Rank held PPL Corp as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.