Berman Capital Advisors’s PPL Corp PPL Stock Holding History

Berman Capital 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
2021 Q3	$34K	Buy	1,240 +576	+87%	+$16.6K	0.01%	823
2021 Q2	$18K	Buy	664 +104	+19%	+$3K	﹤0.01%	950
2021 Q1	$16K	Sell	560 -14	-2%	-$392	﹤0.01%	869
2020 Q4	$16K	Buy	574 +174	+44%	+$4.94K	﹤0.01%	743
2020 Q3	$10K	Buy	400 +62	+18%	+$1.67K	﹤0.01%	799
2020 Q2	$8K	Sell	338 -975	-74%	-$25.4K	﹤0.01%	844
2020 Q1	$31K	Buy	1,313 +470	+56%	+$15.1K	0.01%	388
2019 Q4	$30K	Buy	843 +2	+0.2%	+$67	0.01%	432
2019 Q3	$26K	Sell	841 -709	-46%	-$21.4K	0.01%	438
2019 Q2	$47K	Buy	1,550 +61	+4%	+$1.89K	0.02%	317
2019 Q1	$46K	Buy	1,489 +87	+6%	+$2.7K	0.02%	285
2018 Q4	$39K	Buy	+1,402	New	+$42.6K	0.02%	282

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Berman Capital Advisors's PPL Position: Q3 2021 in Review

Berman Capital Advisors increased its PPL Corp (PPL) stake by 87% in Q3 2021, buying an estimated $16.6K and bringing the position to 1,240 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #823.

Berman Capital Advisors first reported a position in PPL in Q4 2018 and has held it in 12 quarters since. The position peaked at $47K in Q2 2019. 797 funds tracked by Wall St. Rank hold PPL as of Q3 2021.

Berman Capital Advisors held 1,240 shares of PPL Corp worth $34K as of Q3 2021.
Berman Capital Advisors bought 576 PPL Corp shares in Q3 2021, an estimated $16.6K.
PPL Corp made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #823 holding.
Berman Capital Advisors first reported a position in PPL Corp in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's PPL Corp position peaked at $47K in Q2 2019.
797 funds tracked by Wall St. Rank held PPL Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.