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Aevitas Wealth Management’s PPL Corp PPL Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-956
Closed -$30K – 275
2019
Q1 		$30K Buy
956
+7
+0.7% +$218 0.03% 222
2018
Q4 		$27K Sell
949
-50
-5% -$1.52K 0.03% 222
2018
Q3 		$29K Buy
999
+8
+0.8% +$234 0.03% 251
2018
Q2 		$28K Buy
991
+8
+0.8% +$221 0.03% 249
2018
Q1 		$28K Buy
983
+6
+0.6% +$179 0.03% 226
2017
Q4 		$30K Buy
+977
New +$35.1K 0.03% 223

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aevitas Wealth Management's PPL Position: Q2 2019 in Review

Aevitas Wealth Management sold out of PPL Corp (PPL) in Q2 2019, closing a stake of 956 shares — an estimated $30K sold.

Aevitas Wealth Management first reported a position in PPL in Q4 2017 and held it in 6 quarters. The position peaked at $30K in Q1 2019. 793 funds tracked by Wall St. Rank hold PPL as of Q2 2019.

  • Aevitas Wealth Management reported no remaining PPL Corp position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 956 PPL Corp shares in Q2 2019, an estimated $30K.
  • Aevitas Wealth Management first reported a position in PPL Corp in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's PPL Corp position peaked at $30K in Q1 2019.
  • 793 funds tracked by Wall St. Rank held PPL Corp as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.