BHWM
PPL

Beaird Harris Wealth Management’s PPL Corp PPL Stock Holding History

Beaird Harris 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
Q1 		– Sell
-175
Closed -$5.11K – 682
2022
Q4 		$5.11K Buy
+175
New +$4.81K ﹤0.01% 411

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beaird Harris Wealth Management's PPL Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of PPL Corp (PPL) in Q1 2023, closing a stake of 175 shares — an estimated $5.11K sold.

Beaird Harris Wealth Management first reported a position in PPL in Q4 2022 and held it in 1 quarter. The position peaked at $5.11K in Q4 2022. 801 funds tracked by Wall St. Rank hold PPL as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining PPL Corp position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 175 PPL Corp shares in Q1 2023, an estimated $5.11K.
  • Beaird Harris Wealth Management first reported a position in PPL Corp in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's PPL Corp position peaked at $5.11K in Q4 2022.
  • 801 funds tracked by Wall St. Rank held PPL Corp as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.