KWA
PPL

Kingswood Wealth Advisors’s PPL Corp PPL Stock Holding History

Kingswood 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
2024
Q4 		– Sell
-8,399
Closed -$278K – 880
2024
Q3 		$278K Sell
8,399
-2,511
-23% -$76.8K 0.02% 599
2024
Q2 		$302K Buy
10,910
+309
+3% +$8.67K 0.03% 517
2024
Q1 		$292K Sell
10,601
-1,339
-11% -$35.6K 0.03% 487
2023
Q4 		$324K Sell
11,940
-14,137
-54% -$359K 0.04% 449
2023
Q3 		$614K Buy
+26,077
New +$674K 0.11% 207

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kingswood Wealth Advisors's PPL Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of PPL Corp (PPL) in Q4 2024, closing a stake of 8,399 shares — an estimated $278K sold.

Kingswood Wealth Advisors first reported a position in PPL in Q3 2023 and held it in 5 quarters. The position peaked at $614K in Q3 2023. 863 funds tracked by Wall St. Rank hold PPL as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining PPL Corp position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 8,399 PPL Corp shares in Q4 2024, an estimated $278K.
  • Kingswood Wealth Advisors first reported a position in PPL Corp in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's PPL Corp position peaked at $614K in Q3 2023.
  • 863 funds tracked by Wall St. Rank held PPL Corp as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.