FAIM
PPL

Financial Advocates Investment Management’s PPL Corp PPL Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-47,282
Closed -$1.35M – 765
2022
Q1 		$1.35M Buy
47,282
+43,205
+1,060% +$1.22M 0.09% 245
2021
Q4 		$202K Sell
4,077
-42,881
-91% -$1.24M 0.01% 730
2021
Q3 		$1.31M Buy
46,958
+37,006
+372% +$1.07M 0.09% 258
2021
Q2 		$1.07M Buy
+9,952
New +$288K 0.07% 301

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Financial Advocates Investment Management's PPL Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of PPL Corp (PPL) in Q2 2022, closing a stake of 47,282 shares — an estimated $1.35M sold.

Financial Advocates Investment Management first reported a position in PPL in Q2 2021 and held it in 4 quarters. The position peaked at $1.35M in Q1 2022. 786 funds tracked by Wall St. Rank hold PPL as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining PPL Corp position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 47,282 PPL Corp shares in Q2 2022, an estimated $1.35M.
  • Financial Advocates Investment Management first reported a position in PPL Corp in Q2 2021 and held it in 4 quarters.
  • Financial Advocates Investment Management's PPL Corp position peaked at $1.35M in Q1 2022.
  • 786 funds tracked by Wall St. Rank held PPL Corp as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.