Fiduciary Alliance’s PPL Corp PPL Stock Holding History

Fiduciary Alliance’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
2023 Q3	–	Sell	-25	Closed	-$662	–	739
2023 Q2	$662	Buy	+25	New	+$689	﹤0.01%	904
2023 Q1	–	Sell	-25	Closed	-$731	–	676
2022 Q4	$731	Buy	+25	New	+$687	﹤0.01%	822

Other funds holding PPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Alliance's PPL Position: Q3 2023 in Review

Fiduciary Alliance sold out of PPL Corp (PPL) in Q3 2023, closing a stake of 25 shares — an estimated $662 sold.

Fiduciary Alliance first reported a position in PPL in Q4 2022 and held it in 2 quarters. The position peaked at $731 in Q4 2022. 748 funds tracked by Wall St. Rank hold PPL as of Q3 2023.

Fiduciary Alliance reported no remaining PPL Corp position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 25 PPL Corp shares in Q3 2023, an estimated $662.
Fiduciary Alliance first reported a position in PPL Corp in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's PPL Corp position peaked at $731 in Q4 2022.
748 funds tracked by Wall St. Rank held PPL Corp as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.