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Meridian Wealth Management’s PPL Corp PPL Stock Holding History

Meridian 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
2021
Q4 		– Sell
-8,867
Closed -$247K – 414
2021
Q3 		$247K Sell
8,867
-488
-5% -$14.1K 0.03% 339
2021
Q2 		$262K Buy
9,355
+1,923
+26% +$55.6K 0.03% 325
2021
Q1 		$214K Buy
+7,432
New +$208K 0.03% 341
2019
Q3 		– Sell
-2,010
Closed -$62.3K – 406
2019
Q2 		$62.3K Buy
+2,010
New +$62.3K 0.03% 339

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Meridian Wealth Management's PPL Position: Q4 2021 in Review

Meridian Wealth Management sold out of PPL Corp (PPL) in Q4 2021, closing a stake of 8,867 shares — an estimated $247K sold.

Meridian Wealth Management first reported a position in PPL in Q2 2019 and held it in 4 quarters. The position peaked at $262K in Q2 2021. 844 funds tracked by Wall St. Rank hold PPL as of Q4 2021.

  • Meridian Wealth Management reported no remaining PPL Corp position as of Q4 2021 after selling out during the quarter.
  • Meridian Wealth Management sold 8,867 PPL Corp shares in Q4 2021, an estimated $247K.
  • Meridian Wealth Management first reported a position in PPL Corp in Q2 2019 and held it in 4 quarters.
  • Meridian Wealth Management's PPL Corp position peaked at $262K in Q2 2021.
  • 844 funds tracked by Wall St. Rank held PPL Corp as of Q4 2021.

Based on Meridian Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.