LCWP
PPL

Legacy Capital Wealth Partners’s PPL Corp PPL Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-104,093
Closed -$2.99M – 353
2024
Q1 		$2.99M Buy
+104,093
New +$2.77M 2.12% 14

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

Legacy Capital Wealth Partners's PPL Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of PPL Corp (PPL) in Q2 2024, closing a stake of 104,093 shares — an estimated $2.99M sold.

Legacy Capital Wealth Partners first reported a position in PPL in Q1 2024 and held it in 1 quarter. The position peaked at $2.99M in Q1 2024. 794 funds tracked by Wall St. Rank hold PPL as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining PPL Corp position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 104,093 PPL Corp shares in Q2 2024, an estimated $2.99M.
  • Legacy Capital Wealth Partners first reported a position in PPL Corp in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's PPL Corp position peaked at $2.99M in Q1 2024.
  • 794 funds tracked by Wall St. Rank held PPL Corp as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.