IWP
PPL

Icon Wealth Partners’s PPL Corp PPL Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-2,822
Closed -$90K – 613
2019
Q1 		$90K Buy
+2,822
New +$87.7K 0.03% 241
2018
Q3 		– Sell
-2,769
Closed -$79K – 612
2018
Q2 		$79K Buy
+2,769
New +$76.7K 0.03% 287
2018
Q1 		– Sell
-2,420
Closed -$75K – 610
2017
Q4 		$75K Buy
+2,420
New +$86.9K 0.04% 325

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Icon Wealth Partners's PPL Position: Q2 2019 in Review

Icon Wealth Partners sold out of PPL Corp (PPL) in Q2 2019, closing a stake of 2,822 shares — an estimated $90K sold.

Icon Wealth Partners first reported a position in PPL in Q4 2017 and held it in 3 quarters. The position peaked at $90K in Q1 2019. 793 funds tracked by Wall St. Rank hold PPL as of Q2 2019.

  • Icon Wealth Partners reported no remaining PPL Corp position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 2,822 PPL Corp shares in Q2 2019, an estimated $90K.
  • Icon Wealth Partners first reported a position in PPL Corp in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's PPL Corp position peaked at $90K in Q1 2019.
  • 793 funds tracked by Wall St. Rank held PPL Corp as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.