BA
PPL

Bellwether Advisors’s PPL Corp PPL Stock Holding History

Bellwether 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
2022
Q4 		– Sell
-103
Closed -$2K – 539
2022
Q3 		$2K Sell
103
-8
-7% -$229 ﹤0.01% 397
2022
Q2 		$3K Sell
111
-201
-64% -$5.77K ﹤0.01% 319
2022
Q1 		$8K Hold
312
– – ﹤0.01% 326
2021
Q4 		$9K Hold
312
– – ﹤0.01% 344
2021
Q3 		$8K Buy
+312
New +$9K ﹤0.01% 325

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Bellwether Advisors's PPL Position: Q4 2022 in Review

Bellwether Advisors sold out of PPL Corp (PPL) in Q4 2022, closing a stake of 103 shares — an estimated $2K sold.

Bellwether Advisors first reported a position in PPL in Q3 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 808 funds tracked by Wall St. Rank hold PPL as of Q4 2022.

  • Bellwether Advisors reported no remaining PPL Corp position as of Q4 2022 after selling out during the quarter.
  • Bellwether Advisors sold 103 PPL Corp shares in Q4 2022, an estimated $2K.
  • Bellwether Advisors first reported a position in PPL Corp in Q3 2021 and held it in 5 quarters.
  • Bellwether Advisors's PPL Corp position peaked at $9K in Q4 2021.
  • 808 funds tracked by Wall St. Rank held PPL Corp as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.