MWC
PPL

MBM Wealth Consultants’s PPL Corp PPL Stock Holding History

MBM Wealth Consultants’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
2022
Q4 		– Sell
-1,430
Closed -$37K – 358
2022
Q3 		$37K Hold
1,430
– – 0.02% 162
2022
Q2 		$39K Hold
1,430
– – 0.02% 169
2022
Q1 		$41K Hold
1,430
– – 0.02% 192
2021
Q4 		$43K Buy
1,430
+443
+45% +$12.8K 0.02% 179
2021
Q3 		$28K Buy
987
+183
+23% +$5.28K 0.01% 191
2021
Q2 		$22K Buy
804
+74
+10% +$2.14K 0.01% 191
2021
Q1 		$21K Buy
+730
New +$20.4K 0.01% 190

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

MBM Wealth Consultants's PPL Position: Q4 2022 in Review

MBM Wealth Consultants sold out of PPL Corp (PPL) in Q4 2022, closing a stake of 1,430 shares — an estimated $37K sold.

MBM Wealth Consultants first reported a position in PPL in Q1 2021 and held it in 7 quarters. The position peaked at $43K in Q4 2021. 808 funds tracked by Wall St. Rank hold PPL as of Q4 2022.

  • MBM Wealth Consultants reported no remaining PPL Corp position as of Q4 2022 after selling out during the quarter.
  • MBM Wealth Consultants sold 1,430 PPL Corp shares in Q4 2022, an estimated $37K.
  • MBM Wealth Consultants first reported a position in PPL Corp in Q1 2021 and held it in 7 quarters.
  • MBM Wealth Consultants's PPL Corp position peaked at $43K in Q4 2021.
  • 808 funds tracked by Wall St. Rank held PPL Corp as of Q4 2022.

Based on MBM Wealth Consultants's 13F filing for Q4 2022, filed 15 Feb 2023.