IWM
PPL

IHT Wealth Management’s PPL Corp PPL Stock Holding History

IHT Wealth Management’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
2020
Q1 		– Sell
-7,748
Closed -$278K – 633
2019
Q4 		$278K Buy
7,748
+565
+8% +$18.9K 0.03% 468
2019
Q3 		$226K Buy
+7,183
New +$217K 0.03% 505
2018
Q2 		– Sell
-3,741
Closed -$105K – 1102
2018
Q1 		$105K Sell
3,741
-963
-20% -$28.7K 0.03% 466
2017
Q4 		$148K Buy
4,704
+3
+0.1% +$108 0.04% 408
2017
Q3 		$176K Sell
4,701
-560
-11% -$21.7K 0.07% 268
2017
Q2 		$21K Buy
5,261
+18
+0.3% +$696 0.01% 773
2017
Q1 		$197K Buy
5,243
+274
+6% +$9.8K 0.13% 179
2016
Q4 		$169K Buy
+4,969
New +$167K 0.13% 191

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

IHT Wealth Management's PPL Position: Q1 2020 in Review

IHT Wealth Management sold out of PPL Corp (PPL) in Q1 2020, closing a stake of 7,748 shares — an estimated $278K sold.

IHT Wealth Management first reported a position in PPL in Q4 2016 and held it in 8 quarters. The position peaked at $278K in Q4 2019. 774 funds tracked by Wall St. Rank hold PPL as of Q1 2020.

  • IHT Wealth Management reported no remaining PPL Corp position as of Q1 2020 after selling out during the quarter.
  • IHT Wealth Management sold 7,748 PPL Corp shares in Q1 2020, an estimated $278K.
  • IHT Wealth Management first reported a position in PPL Corp in Q4 2016 and held it in 8 quarters.
  • IHT Wealth Management's PPL Corp position peaked at $278K in Q4 2019.
  • 774 funds tracked by Wall St. Rank held PPL Corp as of Q1 2020.

Based on IHT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.