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Personal Wealth Partners’s PPL Corp PPL Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-134
Closed -$5K – 469
2019
Q4 		$5K Hold
134
– – ﹤0.01% 277
2019
Q3 		$4K Buy
134
+68
+103% +$2.06K ﹤0.01% 293
2019
Q2 		$2K Buy
+66
New +$2.05K ﹤0.01% 283

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Personal Wealth Partners's PPL Position: Q1 2020 in Review

Personal Wealth Partners sold out of PPL Corp (PPL) in Q1 2020, closing a stake of 134 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in PPL in Q2 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 774 funds tracked by Wall St. Rank hold PPL as of Q1 2020.

  • Personal Wealth Partners reported no remaining PPL Corp position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 134 PPL Corp shares in Q1 2020, an estimated $5K.
  • Personal Wealth Partners first reported a position in PPL Corp in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's PPL Corp position peaked at $5K in Q4 2019.
  • 774 funds tracked by Wall St. Rank held PPL Corp as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.