MinichMacGregor Wealth Management’s PPL Corp PPL Stock Holding History

MinichMacGregor 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 Q1	–	Sell	-850	Closed	-$24.8K	–	492
2022 Q4	$24.8K	Buy	+850	New	+$23.4K	0.01%	273
2018 Q4	–	Sell	-200	Closed	-$5K	–	391
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	392
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	384
2018 Q1	$5K	Hold	200	–	–	﹤0.01%	378
2017 Q4	$6K	Hold	200	–	–	﹤0.01%	356
2017 Q3	$7K	Hold	200	–	–	0.01%	323
2017 Q2	$7K	Hold	200	–	–	0.01%	320
2017 Q1	$7K	Hold	200	–	–	0.01%	320
2016 Q4	$6K	Hold	200	–	–	0.01%	327
2016 Q3	$6K	Hold	200	–	–	0.01%	327
2016 Q2	$7K	Sell	200 -10	-5%	-$381	0.01%	304
2016 Q1	$7K	Buy	210 +10	+5%	+$355	0.01%	292
2015 Q4	$6K	Buy	+200	New	+$6.74K	0.01%	281

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 $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MinichMacGregor Wealth Management's PPL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of PPL Corp (PPL) in Q1 2023, closing a stake of 850 shares — an estimated $24.8K sold.

MinichMacGregor Wealth Management first reported a position in PPL in Q4 2015 and held it in 13 quarters. The position peaked at $24.8K in Q4 2022. 802 funds tracked by Wall St. Rank hold PPL as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining PPL Corp position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 850 PPL Corp shares in Q1 2023, an estimated $24.8K.
MinichMacGregor Wealth Management first reported a position in PPL Corp in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's PPL Corp position peaked at $24.8K in Q4 2022.
802 funds tracked by Wall St. Rank held PPL Corp as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.