EW
PPL

Evoke Wealth’s PPL Corp PPL Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-12
Closed – – 937
2022
Q3 		$0 Hold
12
– – ﹤0.01% 1240
2022
Q2 		$0 Sell
12
-1
-8% -$29 ﹤0.01% 1224
2022
Q1 		$0 Hold
13
– – ﹤0.01% 1235
2021
Q4 		$0 Sell
13
-2,622
-100% -$75.7K ﹤0.01% 1228
2021
Q3 		$74K Sell
2,635
-1
-0% -$29 ﹤0.01% 462
2021
Q2 		$75K Buy
2,636
+1,408
+115% +$40.7K ﹤0.01% 477
2021
Q1 		$36K Buy
1,228
+1,200
+4,286% +$33.6K ﹤0.01% 493
2020
Q4 		$1K Hold
28
– – ﹤0.01% 990
2020
Q3 		$1K Buy
28
+19
+211% +$512 ﹤0.01% 964
2020
Q2 		$0 Sell
9
-74
-89% -$1.93K ﹤0.01% 1161
2020
Q1 		$2.08K Sell
83
-4,044
-98% -$130K ﹤0.01% 794
2019
Q4 		$150K Buy
4,127
+16
+0.4% +$536 0.02% 266
2019
Q3 		$131K Buy
+4,111
New +$124K 0.02% 325

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Evoke Wealth's PPL Position: Q4 2022 in Review

Evoke Wealth sold out of PPL Corp (PPL) in Q4 2022, closing a stake of 12 shares.

Evoke Wealth first reported a position in PPL in Q3 2019 and held it in 13 quarters. The position peaked at $150K in Q4 2019. 808 funds tracked by Wall St. Rank hold PPL as of Q4 2022.

  • Evoke Wealth reported no remaining PPL Corp position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 12 PPL Corp shares in Q4 2022.
  • Evoke Wealth first reported a position in PPL Corp in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's PPL Corp position peaked at $150K in Q4 2019.
  • 808 funds tracked by Wall St. Rank held PPL Corp as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.