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Lighthouse Financial Advisors’s PPL Corp PPL Stock Holding History

Lighthouse 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
2020
Q1 		– Sell
-1,765
Closed -$63K – 215
2019
Q4 		$63K Buy
+1,765
New +$59.2K 0.03% 115

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Lighthouse Financial Advisors's PPL Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of PPL Corp (PPL) in Q1 2020, closing a stake of 1,765 shares — an estimated $63K sold.

Lighthouse Financial Advisors first reported a position in PPL in Q4 2019 and held it in 1 quarter. The position peaked at $63K in Q4 2019. 774 funds tracked by Wall St. Rank hold PPL as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining PPL Corp position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 1,765 PPL Corp shares in Q1 2020, an estimated $63K.
  • Lighthouse Financial Advisors first reported a position in PPL Corp in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's PPL Corp position peaked at $63K in Q4 2019.
  • 774 funds tracked by Wall St. Rank held PPL Corp as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.