IFAM
PPL

Institutional & Family Asset Management’s PPL Corp PPL Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$9.37K Buy
+339
New +$9.51K ﹤0.01% 425
2023
Q3 		– Sell
-11
Closed -$291 – 749
2023
Q2 		$291 Buy
+11
New +$303 ﹤0.01% 718

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Institutional & Family Asset Management's PPL Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in PPL Corp (PPL) in Q2 2024: 339 shares worth $9.37K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in PPL as recently as Q2 2023.

Institutional & Family Asset Management first reported a position in PPL in Q2 2023 and has held it in 2 quarters since. 794 funds tracked by Wall St. Rank hold PPL as of Q2 2024.

  • Institutional & Family Asset Management held 339 shares of PPL Corp worth $9.37K as of Q2 2024.
  • PPL Corp was a new Institutional & Family Asset Management position in Q2 2024.
  • PPL Corp made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #425 holding.
  • Institutional & Family Asset Management first reported a position in PPL Corp in Q2 2023 and has held it in 2 quarters since.
  • 794 funds tracked by Wall St. Rank held PPL Corp as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.