LGT Financial Advisors’s PPL Corp PPL Stock Holding History

LGT Financial 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 Q4	–	Sell	-39	Closed	-$919	–	958
2023 Q3	$919	Buy	+39	New	+$1.01K	﹤0.01%	882

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's PPL Position: Q4 2023 in Review

LGT Financial Advisors sold out of PPL Corp (PPL) in Q4 2023, closing a stake of 39 shares — an estimated $919 sold.

LGT Financial Advisors first reported a position in PPL in Q3 2023 and held it in 1 quarter. The position peaked at $919 in Q3 2023. 773 funds tracked by Wall St. Rank hold PPL as of Q4 2023.

LGT Financial Advisors reported no remaining PPL Corp position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 39 PPL Corp shares in Q4 2023, an estimated $919.
LGT Financial Advisors first reported a position in PPL Corp in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's PPL Corp position peaked at $919 in Q3 2023.
773 funds tracked by Wall St. Rank held PPL Corp as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.