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Atlas Private Wealth Management’s PPL Corp PPL Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-22
Closed -$1K – 309
2021
Q1 		$1K Buy
+22
New +$616 ﹤0.01% 386

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Atlas Private Wealth Management's PPL Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of PPL Corp (PPL) in Q2 2021, closing a stake of 22 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in PPL in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 807 funds tracked by Wall St. Rank hold PPL as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining PPL Corp position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 22 PPL Corp shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Management first reported a position in PPL Corp in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Management's PPL Corp position peaked at $1K in Q1 2021.
  • 807 funds tracked by Wall St. Rank held PPL Corp as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.