C1AG
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Client 1st Advisory Group’s PPL Corp PPL Stock Holding History

Client 1st Advisory Group’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
Q2 		– Sell
-10,772
Closed -$311K – 77
2021
Q1 		$311K Buy
+10,772
New +$302K 0.18% 47

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Client 1st Advisory Group's PPL Position: Q2 2021 in Review

Client 1st Advisory Group sold out of PPL Corp (PPL) in Q2 2021, closing a stake of 10,772 shares — an estimated $311K sold.

Client 1st Advisory Group first reported a position in PPL in Q1 2021 and held it in 1 quarter. The position peaked at $311K in Q1 2021. 807 funds tracked by Wall St. Rank hold PPL as of Q2 2021.

  • Client 1st Advisory Group reported no remaining PPL Corp position as of Q2 2021 after selling out during the quarter.
  • Client 1st Advisory Group sold 10,772 PPL Corp shares in Q2 2021, an estimated $311K.
  • Client 1st Advisory Group first reported a position in PPL Corp in Q1 2021 and held it in 1 quarter.
  • Client 1st Advisory Group's PPL Corp position peaked at $311K in Q1 2021.
  • 807 funds tracked by Wall St. Rank held PPL Corp as of Q2 2021.

Based on Client 1st Advisory Group's 13F filing for Q2 2021, filed 3 Aug 2021.