HWMA
PPL

Heritage Wealth Management (Arizona)’s PPL Corp PPL Stock Holding History

Heritage Wealth Management (Arizona)’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 		$4.56K Buy
156
+138
+767% +$3.79K ﹤0.01% 894
2022
Q3 		$0 Buy
+18
New +$515 ﹤0.01% 1083

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
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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PPL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its PPL Corp (PPL) stake by 767% in Q4 2022, buying an estimated $3.79K and bringing the position to 156 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Heritage Wealth Management (Arizona) first reported a position in PPL in Q3 2022 and has held it in 2 quarters since. 809 funds tracked by Wall St. Rank hold PPL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 156 shares of PPL Corp worth $4.56K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 138 PPL Corp shares in Q4 2022, an estimated $3.79K.
  • PPL Corp made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #894 holding.
  • Heritage Wealth Management (Arizona) first reported a position in PPL Corp in Q3 2022 and has held it in 2 quarters since.
  • 809 funds tracked by Wall St. Rank held PPL Corp as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.