Atlas Capital Advisors’s PPL Corp PPL Stock Holding History

Atlas Capital Advisors’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
2023 Q2	–	Sell	-979	Closed	-$27.2K	–	920
2023 Q1	$27.2K	Hold	979	–	–	﹤0.01%	639
2022 Q4	$28.6K	Hold	979	–	–	﹤0.01%	624
2022 Q3	$24.8K	Hold	979	–	–	﹤0.01%	627
2022 Q2	$26.6K	Hold	979	–	–	﹤0.01%	643
2022 Q1	$28K	Hold	979	–	–	﹤0.01%	600
2021 Q4	$29.4K	Hold	979	–	–	﹤0.01%	595
2021 Q3	$27.3K	Sell	979 -6,996	-88%	-$202K	﹤0.01%	598
2021 Q2	$223K	Sell	7,975 -778	-9%	-$22.5K	0.04%	340
2021 Q1	$252K	Buy	8,753 +396	+5%	+$11.1K	0.05%	299
2020 Q4	$236K	Buy	+8,357	New	+$237K	0.05%	281
2020 Q3	–	Sell	-8,959	Closed	-$232K	–	513
2020 Q2	$232K	Sell	8,959 -4,662	-34%	-$121K	0.05%	282
2020 Q1	$336K	Buy	+13,621	New	+$439K	0.1%	206
2019 Q3	–	Sell	-854	Closed	-$26.5K	–	683
2019 Q2	$26.5K	Hold	854	–	–	0.01%	534
2019 Q1	$27.1K	Buy	854 +103	+14%	+$3.2K	0.01%	461
2018 Q4	$21.3K	Buy	+751	New	+$22.8K	0.01%	463

Other funds holding PPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Atlas Capital Advisors's PPL Position: Q2 2023 in Review

Atlas Capital Advisors sold out of PPL Corp (PPL) in Q2 2023, closing a stake of 979 shares — an estimated $27.2K sold.

Atlas Capital Advisors first reported a position in PPL in Q4 2018 and held it in 15 quarters. The position peaked at $336K in Q1 2020. 772 funds tracked by Wall St. Rank hold PPL as of Q2 2023.

Atlas Capital Advisors reported no remaining PPL Corp position as of Q2 2023 after selling out during the quarter.
Atlas Capital Advisors sold 979 PPL Corp shares in Q2 2023, an estimated $27.2K.
Atlas Capital Advisors first reported a position in PPL Corp in Q4 2018 and held it in 15 quarters.
Atlas Capital Advisors's PPL Corp position peaked at $336K in Q1 2020.
772 funds tracked by Wall St. Rank held PPL Corp as of Q2 2023.

Based on Atlas Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.