Elmwood Wealth Management’s PPL Corp PPL Stock Holding History

Elmwood 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 Q1	–	Sell	-453	Closed	-$14K	–	264
2021 Q4	$14K	Buy	+453	New	+$13.1K	0.01%	270
2020 Q3	$16K	Hold	628	–	–	0.01%	170
2020 Q2	$16K	Hold	628	–	–	0.01%	170
2020 Q1	$17.8K	Buy	+628	New	+$20.2K	0.02%	166
2019 Q4	–	Sell	-628	Closed	-$20K	–	203
2019 Q3	$20K	Hold	628	–	–	0.02%	146
2019 Q2	$19K	Hold	628	–	–	0.02%	164
2019 Q1	$20K	Hold	628	–	–	0.02%	157
2018 Q4	$18K	Hold	628	–	–	0.02%	165
2018 Q3	$18.4K	Hold	628	–	–	0.02%	175
2018 Q2	$17.9K	Hold	628	–	–	0.02%	173
2018 Q1	$17.8K	Buy	+628	New	+$18.7K	0.02%	166

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Elmwood Wealth Management's PPL Position: Q1 2022 in Review

Elmwood Wealth Management sold out of PPL Corp (PPL) in Q1 2022, closing a stake of 453 shares — an estimated $14K sold.

Elmwood Wealth Management first reported a position in PPL in Q1 2018 and held it in 11 quarters. The position peaked at $20K in Q3 2019. 820 funds tracked by Wall St. Rank hold PPL as of Q1 2022.

Elmwood Wealth Management reported no remaining PPL Corp position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 453 PPL Corp shares in Q1 2022, an estimated $14K.
Elmwood Wealth Management first reported a position in PPL Corp in Q1 2018 and held it in 11 quarters.
Elmwood Wealth Management's PPL Corp position peaked at $20K in Q3 2019.
820 funds tracked by Wall St. Rank held PPL Corp as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.