Mountain Capital Investment Advisors’s PPL Corp PPL Stock Holding History

Mountain Capital Investment Advisors’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 Q1	–	Sell	-36,922	Closed	-$1.11M	–	108
2021 Q4	$1.11M	Buy	36,922 +9,149	+33%	+$264K	0.5%	73
2021 Q3	$788K	Buy	27,773 +213	+0.8%	+$6.14K	0.42%	90
2021 Q2	$776K	Sell	27,560 -3,174	-10%	-$91.7K	0.36%	87
2021 Q1	$882K	Buy	30,734 +4,574	+17%	+$128K	0.44%	89
2020 Q4	$726K	Buy	+26,160	New	+$743K	0.44%	79
2017 Q4	–	Sell	-269	Closed	-$10K	–	329
2017 Q3	$10K	Hold	269	–	–	0.01%	274
2017 Q2	$10K	Buy	+269	New	+$10.4K	0.01%	300

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

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Mountain Capital Investment Advisors's PPL Position: Q1 2022 in Review

Mountain Capital Investment Advisors sold out of PPL Corp (PPL) in Q1 2022, closing a stake of 36,922 shares — an estimated $1.11M sold.

Mountain Capital Investment Advisors first reported a position in PPL in Q2 2017 and held it in 7 quarters. The position peaked at $1.11M in Q4 2021. 820 funds tracked by Wall St. Rank hold PPL as of Q1 2022.

Mountain Capital Investment Advisors reported no remaining PPL Corp position as of Q1 2022 after selling out during the quarter.
Mountain Capital Investment Advisors sold 36,922 PPL Corp shares in Q1 2022, an estimated $1.11M.
Mountain Capital Investment Advisors first reported a position in PPL Corp in Q2 2017 and held it in 7 quarters.
Mountain Capital Investment Advisors's PPL Corp position peaked at $1.11M in Q4 2021.
820 funds tracked by Wall St. Rank held PPL Corp as of Q1 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.