MWM
PPL

Mittelman Wealth Management’s PPL Corp PPL Stock Holding History

Mittelman 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
2024
Q3 		– Sell
-12,805
Closed -$354K – 61
2024
Q2 		$354K Hold
12,805
– – 0.23% 57
2024
Q1 		$353K Buy
+12,805
New +$341K 0.24% 53

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mittelman Wealth Management's PPL Position: Q3 2024 in Review

Mittelman Wealth Management sold out of PPL Corp (PPL) in Q3 2024, closing a stake of 12,805 shares — an estimated $354K sold.

Mittelman Wealth Management first reported a position in PPL in Q1 2024 and held it in 2 quarters. The position peaked at $354K in Q2 2024. 822 funds tracked by Wall St. Rank hold PPL as of Q3 2024.

  • Mittelman Wealth Management reported no remaining PPL Corp position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 12,805 PPL Corp shares in Q3 2024, an estimated $354K.
  • Mittelman Wealth Management first reported a position in PPL Corp in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's PPL Corp position peaked at $354K in Q2 2024.
  • 822 funds tracked by Wall St. Rank held PPL Corp as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.