BSW
PPL

Buckingham Strategic Wealth’s PPL Corp PPL Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$257K Buy
9,286
+6
+0.1% +$168 ﹤0.01% 641
2024
Q1 		$255K Sell
9,280
-1,308
-12% -$34.8K ﹤0.01% 635
2023
Q4 		$287K Buy
10,588
+284
+3% +$7.2K ﹤0.01% 579
2023
Q3 		$243K Sell
10,304
-334
-3% -$8.64K ﹤0.01% 580
2023
Q2 		$281K Buy
10,638
+787
+8% +$21.7K ﹤0.01% 545
2023
Q1 		$288K Hold
9,851
– – 0.01% 489
2022
Q4 		$288K Sell
9,851
-13
-0.1% -$357 0.01% 491
2022
Q3 		$250K Sell
9,864
-2,313
-19% -$66.2K 0.01% 506
2022
Q2 		$330K Buy
12,177
+5,063
+71% +$145K 0.01% 450
2022
Q1 		$203K Sell
7,114
-121
-2% -$3.41K ﹤0.01% 568
2021
Q4 		$217K Sell
7,235
-1,530
-17% -$44.2K ﹤0.01% 548
2021
Q3 		$244K Sell
8,765
-70
-0.8% -$2.02K 0.01% 514
2021
Q2 		$247K Buy
8,835
+1,057
+14% +$30.5K 0.01% 507
2021
Q1 		$224K Buy
7,778
+59
+0.8% +$1.65K 0.01% 496
2020
Q4 		$218K Buy
+7,719
New +$219K 0.01% 491
2020
Q2 		– Sell
-14,478
Closed -$357K – 455
2020
Q1 		$357K Buy
14,478
+250
+2% +$8.05K 0.03% 305
2019
Q4 		$511K Buy
14,228
+229
+2% +$7.67K 0.05% 243
2019
Q3 		$441K Buy
13,999
+4,247
+44% +$128K 0.05% 256
2019
Q2 		$302K Buy
9,752
+235
+2% +$7.29K 0.03% 338
2019
Q1 		$302K Sell
9,517
-12,588
-57% -$391K 0.04% 311
2018
Q4 		$626K Buy
22,105
+579
+3% +$17.6K 0.1% 162
2018
Q3 		$630K Buy
21,526
+12,779
+146% +$373K 0.1% 163
2018
Q2 		$250K Buy
+8,747
New +$242K 0.04% 296
2018
Q1 		– Sell
-9,255
Closed -$286K – 342
2017
Q4 		$286K Buy
9,255
+3
+0% +$108 0.06% 244
2017
Q3 		$351K Buy
9,252
+3
+0% +$116 0.08% 200
2017
Q2 		$358K Sell
9,249
-86
-0.9% -$3.33K 0.08% 197
2017
Q1 		$349K Buy
9,335
+312
+3% +$11.2K 0.1% 176
2016
Q4 		$307K Sell
9,023
-1,101
-11% -$36.9K 0.1% 161
2016
Q3 		$350K Buy
+10,124
New +$364K 0.12% 139

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Buckingham Strategic Wealth's PPL Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its PPL Corp (PPL) stake by 0.06% in Q2 2024, buying an estimated $168 and bringing the position to 9,286 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Buckingham Strategic Wealth first reported a position in PPL in Q3 2016 and has held it in 29 quarters since. The position peaked at $630K in Q3 2018. 795 funds tracked by Wall St. Rank hold PPL as of Q2 2024.

  • Buckingham Strategic Wealth held 9,286 shares of PPL Corp worth $257K as of Q2 2024.
  • Buckingham Strategic Wealth bought 6 PPL Corp shares in Q2 2024, an estimated $168.
  • PPL Corp made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #641 holding.
  • Buckingham Strategic Wealth first reported a position in PPL Corp in Q3 2016 and has held it in 29 quarters since.
  • Buckingham Strategic Wealth's PPL Corp position peaked at $630K in Q3 2018.
  • 795 funds tracked by Wall St. Rank held PPL Corp as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.