Blue Bell Private Wealth Management’s PPL Corp PPL Stock Holding History

Blue Bell Private 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
2022 Q2	–	Sell	-200	Closed	-$6K	–	869
2022 Q1	$6K	Sell	200 -300	-60%	-$8.46K	﹤0.01%	532
2021 Q4	$15K	Buy	+500	New	+$14.4K	﹤0.01%	344

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Blue Bell Private Wealth Management's PPL Position: Q2 2022 in Review

Blue Bell Private Wealth Management sold out of PPL Corp (PPL) in Q2 2022, closing a stake of 200 shares — an estimated $6K sold.

Blue Bell Private Wealth Management first reported a position in PPL in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 787 funds tracked by Wall St. Rank hold PPL as of Q2 2022.

Blue Bell Private Wealth Management reported no remaining PPL Corp position as of Q2 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 200 PPL Corp shares in Q2 2022, an estimated $6K.
Blue Bell Private Wealth Management first reported a position in PPL Corp in Q4 2021 and held it in 2 quarters.
Blue Bell Private Wealth Management's PPL Corp position peaked at $15K in Q4 2021.
787 funds tracked by Wall St. Rank held PPL Corp as of Q2 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.