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	–	563
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	–	271
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Mascoma Wealth Management's PPL Position: Q2 2023 in Review

Mascoma Wealth Management sold out of PPL Corp (PPL) in Q2 2023, closing a stake of 108 shares — an estimated $3.1K sold.

Mascoma Wealth Management first reported a position in PPL in Q2 2017 and held it in 17 quarters. The position peaked at $9K in Q4 2021. 772 funds tracked by Wall St. Rank hold PPL as of Q2 2023.

Mascoma Wealth Management reported no remaining PPL Corp position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 108 PPL Corp shares in Q2 2023, an estimated $3.1K.
Mascoma Wealth Management first reported a position in PPL Corp in Q2 2017 and held it in 17 quarters.
Mascoma Wealth Management's PPL Corp position peaked at $9K in Q4 2021.
772 funds tracked by Wall St. Rank held PPL Corp as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.