LifeWealth Investments’s PPL Corp PPL Stock Holding History

LifeWealth Investments’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
2025 Q1	–	Sell	-6,953	Closed	-$226K	–	168
2024 Q4	$226K	Buy	+6,953	New	+$229K	0.15%	133

Other funds holding PPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LifeWealth Investments's PPL Position: Q1 2025 in Review

LifeWealth Investments sold out of PPL Corp (PPL) in Q1 2025, closing a stake of 6,953 shares — an estimated $226K sold.

LifeWealth Investments first reported a position in PPL in Q4 2024 and held it in 1 quarter. The position peaked at $226K in Q4 2024. 908 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

LifeWealth Investments reported no remaining PPL Corp position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 6,953 PPL Corp shares in Q1 2025, an estimated $226K.
LifeWealth Investments first reported a position in PPL Corp in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's PPL Corp position peaked at $226K in Q4 2024.
908 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.