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Jeppson Wealth Management’s PPL Corp PPL Stock Holding History

Jeppson 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
Q4 		– Sell
-1,100
Closed -$30K – 361
2020
Q3 		$30K Buy
+1,100
New +$29.7K 0.02% 291

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Jeppson Wealth Management's PPL Position: Q4 2020 in Review

Jeppson Wealth Management sold out of PPL Corp (PPL) in Q4 2020, closing a stake of 1,100 shares — an estimated $30K sold.

Jeppson Wealth Management first reported a position in PPL in Q3 2020 and held it in 1 quarter. The position peaked at $30K in Q3 2020. 794 funds tracked by Wall St. Rank hold PPL as of Q4 2020.

  • Jeppson Wealth Management reported no remaining PPL Corp position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,100 PPL Corp shares in Q4 2020, an estimated $30K.
  • Jeppson Wealth Management first reported a position in PPL Corp in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's PPL Corp position peaked at $30K in Q3 2020.
  • 794 funds tracked by Wall St. Rank held PPL Corp as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.