PPWM
PPL

PFG Private Wealth Management’s PPL Corp PPL Stock Holding History

PFG Private 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
Q3 		– Sell
-277
Closed -$7.33K – 319
2023
Q2 		$7.33K Hold
277
– – ﹤0.01% 222
2023
Q1 		$7.7K Buy
277
+82
+42% +$2.32K ﹤0.01% 216
2022
Q4 		$6K Hold
195
– – ﹤0.01% 213
2022
Q3 		$5K Hold
195
– – ﹤0.01% 217
2022
Q2 		$5K Buy
195
+70
+56% +$2.01K ﹤0.01% 225
2022
Q1 		$4K Hold
125
– – ﹤0.01% 247
2021
Q4 		$4K Hold
125
– – ﹤0.01% 252
2021
Q3 		$3K Buy
+125
New +$3.61K ﹤0.01% 264

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return