Mascoma Wealth Management’s PPL Corp PPL Stock Holding History

Mascoma 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
2023 Q2	–	Sell	-108	Closed	-$3.1K	–	637
2023 Q1	$3.1K	Sell	108 -175	-62%	-$4.96K	﹤0.01%	526
2022 Q4	$8.27K	Hold	283	–	–	﹤0.01%	431
2022 Q3	$7K	Hold	283	–	–	﹤0.01%	447
2022 Q2	$8K	Hold	283	–	–	﹤0.01%	453
2022 Q1	$8K	Hold	283	–	–	﹤0.01%	470
2021 Q4	$9K	Buy	283 +175	+162%	+$5.05K	﹤0.01%	415
2021 Q3	$3K	Buy	+108	New	+$3.12K	﹤0.01%	416
2021 Q2	–	Sell	-108	Closed	-$3K	–	356
2021 Q1	$3K	Buy	+108	New	+$3.02K	﹤0.01%	411
2019 Q3	–	Sell	-108	Closed	-$3K	–	274
2019 Q2	$3K	Hold	108	–	–	﹤0.01%	325
2019 Q1	$3K	Hold	108	–	–	﹤0.01%	333
2018 Q4	$3K	Hold	108	–	–	﹤0.01%	326
2018 Q3	$3K	Hold	108	–	–	﹤0.01%	349
2018 Q2	$3K	Hold	108	–	–	﹤0.01%	347
2018 Q1	$3K	Hold	108	–	–	﹤0.01%	336
2017 Q4	$3K	Hold	108	–	–	﹤0.01%	330
2017 Q3	$4K	Hold	108	–	–	﹤0.01%	337
2017 Q2	$4K	Buy	+108	New	+$4.18K	﹤0.01%	342

Other funds holding PPL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return