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Beirne Wealth Consulting Services’s PPL Corp PPL Stock Holding History

Beirne Wealth Consulting Services’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
Q4 		– Sell
-17,068
Closed -$545K – 120
2019
Q3 		$545K Hold
17,068
– – 0.45% 56
2019
Q2 		$536K Sell
17,068
-173
-1% -$5.36K 0.48% 59
2019
Q1 		$547K Buy
17,241
+36
+0.2% +$1.12K 0.43% 70
2018
Q4 		$494K Buy
+17,205
New +$523K 0.42% 71

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beirne Wealth Consulting Services's PPL Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of PPL Corp (PPL) in Q4 2019, closing a stake of 17,068 shares — an estimated $545K sold.

Beirne Wealth Consulting Services first reported a position in PPL in Q4 2018 and held it in 4 quarters. The position peaked at $547K in Q1 2019. 866 funds tracked by Wall St. Rank hold PPL as of Q4 2019.

  • Beirne Wealth Consulting Services reported no remaining PPL Corp position as of Q4 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 17,068 PPL Corp shares in Q4 2019, an estimated $545K.
  • Beirne Wealth Consulting Services first reported a position in PPL Corp in Q4 2018 and held it in 4 quarters.
  • Beirne Wealth Consulting Services's PPL Corp position peaked at $547K in Q1 2019.
  • 866 funds tracked by Wall St. Rank held PPL Corp as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.