CWM
PPL

Curi Wealth Management’s PPL Corp PPL Stock Holding History

Curi 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
Q3 		– Sell
-4
Closed – – 569
2022
Q2 		$0 Sell
4
-6
-60% -$172 ﹤0.01% 707
2022
Q1 		$0 Hold
10
– – ﹤0.01% 621
2021
Q4 		$0 Buy
+10
New +$289 ﹤0.01% 578
2021
Q1 		– Sell
-10
Closed – – 389
2020
Q4 		$0 Buy
+10
New +$284 ﹤0.01% 489

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Curi Wealth Management's PPL Position: Q3 2022 in Review

Curi Wealth Management sold out of PPL Corp (PPL) in Q3 2022, closing a stake of 4 shares.

Curi Wealth Management first reported a position in PPL in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 754 funds tracked by Wall St. Rank hold PPL as of Q3 2022.

  • Curi Wealth Management reported no remaining PPL Corp position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 4 PPL Corp shares in Q3 2022.
  • Curi Wealth Management first reported a position in PPL Corp in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's PPL Corp position peaked at $0 in Q2 2022.
  • 754 funds tracked by Wall St. Rank held PPL Corp as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.