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Essex Private Wealth Management’s PPL Corp PPL Stock Holding History

Essex Private 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
2021
Q1 		– Sell
-7,795
Closed -$219K – 66
2020
Q4 		$219K Sell
7,795
-694
-8% -$19.7K 0.21% 62
2020
Q3 		$230K Sell
8,489
-1,225
-13% -$33K 0.24% 55
2020
Q2 		$251K Buy
9,714
+6
+0.1% +$156 0.29% 50
2020
Q1 		$239K Buy
+9,708
New +$313K 0.31% 49

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Essex Private Wealth Management's PPL Position: Q1 2021 in Review

Essex Private Wealth Management sold out of PPL Corp (PPL) in Q1 2021, closing a stake of 7,795 shares — an estimated $219K sold.

Essex Private Wealth Management first reported a position in PPL in Q1 2020 and held it in 4 quarters. The position peaked at $251K in Q2 2020. 804 funds tracked by Wall St. Rank hold PPL as of Q1 2021.

  • Essex Private Wealth Management reported no remaining PPL Corp position as of Q1 2021 after selling out during the quarter.
  • Essex Private Wealth Management sold 7,795 PPL Corp shares in Q1 2021, an estimated $219K.
  • Essex Private Wealth Management first reported a position in PPL Corp in Q1 2020 and held it in 4 quarters.
  • Essex Private Wealth Management's PPL Corp position peaked at $251K in Q2 2020.
  • 804 funds tracked by Wall St. Rank held PPL Corp as of Q1 2021.

Based on Essex Private Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.