DWA
PPL

Delos Wealth Advisors’s PPL Corp PPL Stock Holding History

Delos Wealth Advisors’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
Q1 		– Sell
-12
Closed -$326 – 440
2023
Q4 		$326 Hold
12
– – ﹤0.01% 292
2023
Q3 		$300 Hold
12
– – ﹤0.01% 328
2023
Q2 		$318 Hold
12
– – ﹤0.01% 328
2023
Q1 		$334 Hold
12
– – ﹤0.01% 335
2022
Q4 		$351 Hold
12
– – ﹤0.01% 336
2022
Q3 		$0 Buy
+12
New +$344 ﹤0.01% 358

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Delos Wealth Advisors's PPL Position: Q1 2024 in Review

Delos Wealth Advisors sold out of PPL Corp (PPL) in Q1 2024, closing a stake of 12 shares — an estimated $326 sold.

Delos Wealth Advisors first reported a position in PPL in Q3 2022 and held it in 6 quarters. The position peaked at $351 in Q4 2022. 773 funds tracked by Wall St. Rank hold PPL as of Q1 2024.

  • Delos Wealth Advisors reported no remaining PPL Corp position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 12 PPL Corp shares in Q1 2024, an estimated $326.
  • Delos Wealth Advisors first reported a position in PPL Corp in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's PPL Corp position peaked at $351 in Q4 2022.
  • 773 funds tracked by Wall St. Rank held PPL Corp as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.