BDO Wealth Advisors’s PPL Corp PPL Stock Holding History

BDO Wealth 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	$23.4K	Hold	883	–	–	﹤0.01%	554
2023 Q1	$24.5K	Hold	883	–	–	﹤0.01%	550
2022 Q4	$25.8K	Hold	883	–	–	﹤0.01%	526
2022 Q3	$22K	Hold	883	–	–	﹤0.01%	552
2022 Q2	$24K	Hold	883	–	–	﹤0.01%	529
2022 Q1	$25K	Sell	883 -50	-5%	-$1.41K	﹤0.01%	566
2021 Q4	$28K	Buy	933 +50	+6%	+$1.44K	﹤0.01%	560
2021 Q3	$25K	Sell	883 -475	-35%	-$13.7K	﹤0.01%	567
2021 Q2	$38K	Sell	1,358 -385	-22%	-$11.1K	﹤0.01%	505
2021 Q1	$50K	Hold	1,743	–	–	0.01%	455
2020 Q4	$49K	Hold	1,743	–	–	0.01%	361
2020 Q3	$47K	Hold	1,743	–	–	0.01%	338
2020 Q2	$45K	Hold	1,743	–	–	0.01%	339
2020 Q1	$43K	Sell	1,743 -450	-21%	-$14.5K	0.01%	351
2019 Q4	$79K	Sell	2,193 -165	-7%	-$5.53K	0.02%	263
2019 Q3	$74K	Hold	2,358	–	–	0.02%	275
2019 Q2	$73K	Hold	2,358	–	–	0.02%	272
2019 Q1	$75K	Hold	2,358	–	–	0.02%	244
2018 Q4	$67K	Sell	2,358 -200	-8%	-$6.08K	0.02%	236
2018 Q3	$75K	Hold	2,558	–	–	0.02%	247
2018 Q2	$73K	Hold	2,558	–	–	0.02%	248
2018 Q1	$72K	Sell	2,558 -1,127	-31%	-$33.6K	0.03%	212
2017 Q4	$114K	Sell	3,685 -622	-14%	-$22.3K	0.05%	145
2017 Q3	$163K	Sell	4,307 -777	-15%	-$30K	0.08%	114
2017 Q2	$197K	Buy	+5,084	New	+$197K	0.09%	130

Other funds holding PPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

BDO Wealth Advisors's PPL Position: Q2 2023 in Review

BDO Wealth Advisors held its PPL Corp (PPL) position steady in Q2 2023 at 883 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

BDO Wealth Advisors first reported a position in PPL in Q2 2017 and has held it in 25 quarters since. The position peaked at $197K in Q2 2017. 772 funds tracked by Wall St. Rank hold PPL as of Q2 2023.

BDO Wealth Advisors held 883 shares of PPL Corp worth $23.4K as of Q2 2023.
BDO Wealth Advisors left its PPL Corp share count unchanged in Q2 2023.
PPL Corp made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #554 holding.
BDO Wealth Advisors first reported a position in PPL Corp in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's PPL Corp position peaked at $197K in Q2 2017.
772 funds tracked by Wall St. Rank held PPL Corp as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.