BPWA
PPL

Beacon Pointe Wealth Advisors’s PPL Corp PPL Stock Holding History

Beacon Pointe 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
2019
Q1 		– Sell
-7,252
Closed -$206K – 261
2018
Q4 		$206K Buy
+7,252
New +$220K 0.07% 212

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's PPL Position: Q1 2019 in Review

Beacon Pointe Wealth Advisors sold out of PPL Corp (PPL) in Q1 2019, closing a stake of 7,252 shares — an estimated $206K sold.

Beacon Pointe Wealth Advisors first reported a position in PPL in Q4 2018 and held it in 1 quarter. The position peaked at $206K in Q4 2018. 828 funds tracked by Wall St. Rank hold PPL as of Q1 2019.

  • Beacon Pointe Wealth Advisors reported no remaining PPL Corp position as of Q1 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 7,252 PPL Corp shares in Q1 2019, an estimated $206K.
  • Beacon Pointe Wealth Advisors first reported a position in PPL Corp in Q4 2018 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's PPL Corp position peaked at $206K in Q4 2018.
  • 828 funds tracked by Wall St. Rank held PPL Corp as of Q1 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q1 2019, filed 14 May 2019.