CBFP
PPL

Cedar Brook Financial Partners’s PPL Corp PPL Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-12,488
Closed -$344K – 299
2024
Q1 		$344K Sell
12,488
-202
-2% -$5.38K 0.07% 289
2023
Q4 		$343K Buy
12,690
+96
+0.8% +$2.44K 0.08% 264
2023
Q3 		$297K Sell
12,594
-718
-5% -$18.6K 0.08% 256
2023
Q2 		$352K Buy
13,312
+1,450
+12% +$40K 0.08% 245
2023
Q1 		$330K Buy
11,862
+16
+0.1% +$453 0.08% 253
2022
Q4 		$346K Sell
11,846
-198
-2% -$5.44K 0.1% 233
2022
Q3 		$305K Buy
12,044
+90
+0.8% +$2.58K 0.1% 237
2022
Q2 		$324K Sell
11,954
-208
-2% -$5.97K 0.1% 227
2022
Q1 		$347K Sell
12,162
-201
-2% -$5.67K 0.09% 241
2021
Q4 		$372K Buy
12,363
+694
+6% +$20K 0.1% 234
2021
Q3 		$325K Sell
11,669
-471
-4% -$13.6K 0.1% 230
2021
Q2 		$340K Buy
+12,140
New +$351K 0.1% 241

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Franklin Resources
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Invesco
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Geode Capital Management
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return