BTWM
PPL

Baker Tilly Wealth Management’s PPL Corp PPL Stock Holding History

Baker Tilly 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
2022
Q2 		– Sell
-9,436
Closed -$269K – 524
2022
Q1 		$269K Buy
+9,436
New +$266K 0.03% 444

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Baker Tilly Wealth Management's PPL Position: Q2 2022 in Review

Baker Tilly Wealth Management sold out of PPL Corp (PPL) in Q2 2022, closing a stake of 9,436 shares — an estimated $269K sold.

Baker Tilly Wealth Management first reported a position in PPL in Q1 2022 and held it in 1 quarter. The position peaked at $269K in Q1 2022. 785 funds tracked by Wall St. Rank hold PPL as of Q2 2022.

  • Baker Tilly Wealth Management reported no remaining PPL Corp position as of Q2 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 9,436 PPL Corp shares in Q2 2022, an estimated $269K.
  • Baker Tilly Wealth Management first reported a position in PPL Corp in Q1 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's PPL Corp position peaked at $269K in Q1 2022.
  • 785 funds tracked by Wall St. Rank held PPL Corp as of Q2 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.