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Liberty Wealth Management’s PPL Corp PPL Stock Holding History

Liberty 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
2021
Q4 		– Sell
-2,415
Closed -$68K – 854
2021
Q3 		$68K Buy
2,415
+1,234
+104% +$35.6K 0.02% 363
2021
Q2 		$33K Buy
1,181
+17
+1% +$491 0.01% 405
2021
Q1 		$32K Hold
1,164
– – 0.02% 375
2020
Q4 		$32K Buy
1,164
+546
+88% +$15.5K 0.02% 372
2020
Q3 		$17K Sell
618
-183
-23% -$4.93K 0.01% 430
2020
Q2 		$21K Sell
801
-387
-33% -$10.1K 0.01% 376
2020
Q1 		$29K Sell
1,188
-77
-6% -$2.48K 0.03% 294
2019
Q4 		$45K Buy
1,265
+99
+8% +$3.32K 0.04% 266
2019
Q3 		$37K Sell
1,166
-747
-39% -$22.6K 0.04% 289
2019
Q2 		$59K Buy
1,913
+770
+67% +$23.9K 0.05% 225
2019
Q1 		$36K Buy
1,143
+164
+17% +$5.1K 0.03% 259
2018
Q4 		$27K Buy
+979
New +$29.7K 0.02% 284

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Liberty Wealth Management's PPL Position: Q4 2021 in Review

Liberty Wealth Management sold out of PPL Corp (PPL) in Q4 2021, closing a stake of 2,415 shares — an estimated $68K sold.

Liberty Wealth Management first reported a position in PPL in Q4 2018 and held it in 12 quarters. The position peaked at $68K in Q3 2021. 844 funds tracked by Wall St. Rank hold PPL as of Q4 2021.

  • Liberty Wealth Management reported no remaining PPL Corp position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2,415 PPL Corp shares in Q4 2021, an estimated $68K.
  • Liberty Wealth Management first reported a position in PPL Corp in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's PPL Corp position peaked at $68K in Q3 2021.
  • 844 funds tracked by Wall St. Rank held PPL Corp as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.