IWA
PPL

IVC Wealth Advisors’s PPL Corp PPL Stock Holding History

IVC Wealth Advisors’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
Q3 		– Sell
-7,879
Closed -$208K – 160
2023
Q2 		$208K Buy
7,879
+400
+5% +$11K 0.13% 142
2023
Q1 		$208K Hold
7,479
– – 0.15% 136
2022
Q4 		$219K Sell
7,479
-601
-7% -$16.5K 0.16% 135
2022
Q3 		$205K Hold
8,080
– – 0.17% 136
2022
Q2 		$219K Sell
8,080
-322
-4% -$9.24K 0.17% 130
2022
Q1 		$240K Sell
8,402
-1,229
-13% -$34.7K 0.16% 132
2021
Q4 		$290K Sell
9,631
-100
-1% -$2.89K 0.19% 111
2021
Q3 		$271K Buy
9,731
+167
+2% +$4.82K 0.19% 113
2021
Q2 		$268K Sell
9,564
-170
-2% -$4.91K 0.19% 116
2021
Q1 		$281K Sell
9,734
-200
-2% -$5.6K 0.22% 99
2020
Q4 		$280K Buy
+9,934
New +$282K 0.27% 94

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IVC Wealth Advisors's PPL Position: Q3 2023 in Review

IVC Wealth Advisors sold out of PPL Corp (PPL) in Q3 2023, closing a stake of 7,879 shares — an estimated $208K sold.

IVC Wealth Advisors first reported a position in PPL in Q4 2020 and held it in 11 quarters. The position peaked at $290K in Q4 2021. 749 funds tracked by Wall St. Rank hold PPL as of Q3 2023.

  • IVC Wealth Advisors reported no remaining PPL Corp position as of Q3 2023 after selling out during the quarter.
  • IVC Wealth Advisors sold 7,879 PPL Corp shares in Q3 2023, an estimated $208K.
  • IVC Wealth Advisors first reported a position in PPL Corp in Q4 2020 and held it in 11 quarters.
  • IVC Wealth Advisors's PPL Corp position peaked at $290K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held PPL Corp as of Q3 2023.

Based on IVC Wealth Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.