FPFS
PPL

First Personal Financial Services’s PPL Corp PPL Stock Holding History

First Personal Financial Services’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
2024
Q3 		$111K Buy
3,342
+3
+0.1% +$92 0.02% 154
2024
Q2 		$92.3K Hold
3,339
– – 0.02% 160
2024
Q1 		$91.9K Sell
3,339
-145
-4% -$3.86K 0.02% 157
2023
Q4 		$94.4K Hold
3,484
– – 0.02% 162
2023
Q3 		$82.1K Sell
3,484
-582
-14% -$15.1K 0.02% 169
2023
Q2 		$108K Hold
4,066
– – 0.03% 151
2023
Q1 		$113K Hold
4,066
– – 0.03% 143
2022
Q4 		$119K Sell
4,066
-145
-3% -$3.99K 0.03% 146
2022
Q3 		$107K Hold
4,211
– – 0.03% 148
2022
Q2 		$114K Hold
4,211
– – 0.03% 132
2022
Q1 		$120K Sell
4,211
-359
-8% -$10.1K 0.03% 139
2021
Q4 		$137K Buy
4,570
+34
+0.7% +$981 0.03% 136
2021
Q3 		$126K Sell
4,536
-290
-6% -$8.37K 0.03% 139
2021
Q2 		$135K Hold
4,826
– – 0.03% 134
2021
Q1 		$139K Sell
4,826
-1,651
-25% -$46.2K 0.04% 130
2020
Q4 		$183K Sell
6,477
-341
-5% -$9.68K 0.05% 119
2020
Q3 		$185K Sell
6,818
-3,721
-35% -$100K 0.06% 115
2020
Q2 		$272K Sell
10,539
-942
-8% -$24.5K 0.09% 94
2020
Q1 		$284K Sell
11,481
-2,059
-15% -$66.3K 0.11% 90
2019
Q4 		$485K Sell
13,540
-2,735
-17% -$91.7K 0.16% 83
2019
Q3 		$512K Hold
16,275
– – 0.16% 88
2019
Q2 		$504K Sell
16,275
-182
-1% -$5.64K 0.14% 116
2019
Q1 		$522K Buy
16,457
+345
+2% +$10.7K 0.16% 115
2018
Q4 		$457K Buy
16,112
+150
+0.9% +$4.56K 0.16% 116
2018
Q3 		$467K Sell
15,962
-810
-5% -$23.7K 0.15% 118
2018
Q2 		$479K Sell
16,772
-1,296
-7% -$35.9K 0.16% 123
2018
Q1 		$511K Sell
18,068
-1,202
-6% -$35.8K 0.11% 147
2017
Q4 		$596K Sell
19,270
-1,185
-6% -$42.6K 0.12% 140
2017
Q3 		$776K Hold
20,455
– – 0.16% 112
2017
Q2 		$791K Sell
20,455
-676
-3% -$26.1K 0.17% 112
2017
Q1 		$790K Sell
21,131
-1,799
-8% -$64.3K 0.19% 101
2016
Q4 		$781K Sell
22,930
-249
-1% -$8.35K 0.21% 99
2016
Q3 		$801K Sell
23,179
-2,141
-8% -$77K 0.23% 92
2016
Q2 		$956K Sell
25,320
-1,942
-7% -$74K 0.33% 75
2016
Q1 		$1.04M Sell
27,262
-1,657
-6% -$58.9K 0.51% 56
2015
Q4 		$987K Sell
28,919
-4,093
-12% -$138K 0.56% 58
2015
Q3 		$1.09M Sell
33,012
-1,285
-4% -$40.2K 0.65% 52
2015
Q2 		$1.01M Sell
34,297
-6,954
-17% -$217K 0.61% 58
2015
Q1 		$1.29M Sell
41,251
-2,433
-6% -$78.1K 0.78% 49
2014
Q4 		$1.48M Buy
+43,684
New +$1.43M 0.86% 44

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Personal Financial Services's PPL Position: Q3 2024 in Review

First Personal Financial Services increased its PPL Corp (PPL) stake by 0.09% in Q3 2024, buying an estimated $92 and bringing the position to 3,342 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #154.

First Personal Financial Services first reported a position in PPL in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.48M in Q4 2014. 822 funds tracked by Wall St. Rank hold PPL as of Q3 2024.

  • First Personal Financial Services held 3,342 shares of PPL Corp worth $111K as of Q3 2024.
  • First Personal Financial Services bought 3 PPL Corp shares in Q3 2024, an estimated $92.
  • PPL Corp made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #154 holding.
  • First Personal Financial Services first reported a position in PPL Corp in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's PPL Corp position peaked at $1.48M in Q4 2014.
  • 822 funds tracked by Wall St. Rank held PPL Corp as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.