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 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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

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

PFG Private Wealth Management's PPL Position: Q3 2023 in Review

PFG Private Wealth Management sold out of PPL Corp (PPL) in Q3 2023, closing a stake of 277 shares — an estimated $7.33K sold.

PFG Private Wealth Management first reported a position in PPL in Q3 2021 and held it in 8 quarters. The position peaked at $7.7K in Q1 2023. 749 funds tracked by Wall St. Rank hold PPL as of Q3 2023.

PFG Private Wealth Management reported no remaining PPL Corp position as of Q3 2023 after selling out during the quarter.
PFG Private Wealth Management sold 277 PPL Corp shares in Q3 2023, an estimated $7.33K.
PFG Private Wealth Management first reported a position in PPL Corp in Q3 2021 and held it in 8 quarters.
PFG Private Wealth Management's PPL Corp position peaked at $7.7K in Q1 2023.
749 funds tracked by Wall St. Rank held PPL Corp as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.