BWM
PPL

Baystate Wealth Management’s PPL Corp PPL Stock Holding History

Baystate 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
2023
Q4 		$2.46K Buy
90
+1
+1% +$25 ﹤0.01% 1025
2023
Q3 		$2.12K Buy
+89
New +$2.3K ﹤0.01% 795

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baystate Wealth Management's PPL Position: Q4 2023 in Review

Baystate Wealth Management increased its PPL Corp (PPL) stake by 1.1% in Q4 2023, buying an estimated $25 and bringing the position to 90 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Baystate Wealth Management first reported a position in PPL in Q3 2023 and has held it in 2 quarters since. 773 funds tracked by Wall St. Rank hold PPL as of Q4 2023.

  • Baystate Wealth Management held 90 shares of PPL Corp worth $2.46K as of Q4 2023.
  • Baystate Wealth Management bought 1 PPL Corp share in Q4 2023, an estimated $25.
  • PPL Corp made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1025 holding.
  • Baystate Wealth Management first reported a position in PPL Corp in Q3 2023 and has held it in 2 quarters since.
  • 773 funds tracked by Wall St. Rank held PPL Corp as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.