FAG
PPL

Fortitude Advisory Group’s PPL Corp PPL Stock Holding History

Fortitude Advisory Group’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
-5,522
Closed -$158K – 993
2022
Q1 		$158K Buy
5,522
+1,310
+31% +$37K 0.08% 242
2021
Q4 		$127K Buy
+4,212
New +$122K 0.06% 295

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
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 $544B AUM 28.31% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Fortitude Advisory Group's PPL Position: Q2 2022 in Review

Fortitude Advisory Group sold out of PPL Corp (PPL) in Q2 2022, closing a stake of 5,522 shares — an estimated $158K sold.

Fortitude Advisory Group first reported a position in PPL in Q4 2021 and held it in 2 quarters. The position peaked at $158K in Q1 2022. 785 funds tracked by Wall St. Rank hold PPL as of Q2 2022.

  • Fortitude Advisory Group reported no remaining PPL Corp position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 5,522 PPL Corp shares in Q2 2022, an estimated $158K.
  • Fortitude Advisory Group first reported a position in PPL Corp in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's PPL Corp position peaked at $158K in Q1 2022.
  • 785 funds tracked by Wall St. Rank held PPL Corp as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.