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High Net Worth Advisory Group’s PPL Corp PPL Stock Holding History

High Net Worth 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
2023
Q1 		– Sell
-3,000
Closed -$87.7K – 475
2022
Q4 		$87.7K Hold
3,000
– – 0.03% 254
2022
Q3 		$76K Hold
3,000
– – 0.03% 265
2022
Q2 		$81K Sell
3,000
-3,530
-54% -$101K 0.03% 264
2022
Q1 		$186K Hold
6,530
– – 0.07% 191
2021
Q4 		$196K Buy
+6,530
New +$188K 0.07% 192

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 $3.38T AUM 44.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

High Net Worth Advisory Group's PPL Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of PPL Corp (PPL) in Q1 2023, closing a stake of 3,000 shares — an estimated $87.7K sold.

High Net Worth Advisory Group first reported a position in PPL in Q4 2021 and held it in 5 quarters. The position peaked at $196K in Q4 2021. 802 funds tracked by Wall St. Rank hold PPL as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining PPL Corp position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 3,000 PPL Corp shares in Q1 2023, an estimated $87.7K.
  • High Net Worth Advisory Group first reported a position in PPL Corp in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's PPL Corp position peaked at $196K in Q4 2021.
  • 802 funds tracked by Wall St. Rank held PPL Corp as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.