Legacy Financial Group (Iowa)
PPL

Legacy Financial Group (Iowa)’s PPL Corp PPL Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-42
Closed -$990 – 388
2023
Q3 		$990 Buy
+42
New +$1.09K ﹤0.01% 518

Other funds holding PPL

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Group (Iowa)'s PPL Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of PPL Corp (PPL) in Q4 2023, closing a stake of 42 shares — an estimated $990 sold.

Legacy Financial Group (Iowa) first reported a position in PPL in Q3 2023 and held it in 1 quarter. The position peaked at $990 in Q3 2023. 773 funds tracked by Wall St. Rank hold PPL as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining PPL Corp position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 42 PPL Corp shares in Q4 2023, an estimated $990.
  • Legacy Financial Group (Iowa) first reported a position in PPL Corp in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s PPL Corp position peaked at $990 in Q3 2023.
  • 773 funds tracked by Wall St. Rank held PPL Corp as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.