PS
PPL

Planned Solutions’s PPL Corp PPL Stock Holding History

Planned Solutions’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
Q4 		– Sell
-381
Closed -$12.6K – 490
2024
Q3 		$12.6K Buy
+381
New +$11.7K 0.01% 425
2024
Q1 		– Sell
-381
Closed -$10.3K – 421
2023
Q4 		$10.3K Buy
+381
New +$9.66K ﹤0.01% 420
2021
Q1 		– Sell
-381
Closed -$11K – 315
2020
Q4 		$11K Hold
381
– – 0.01% 328
2020
Q3 		$10K Buy
+381
New +$10.3K 0.01% 259

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Planned Solutions's PPL Position: Q4 2024 in Review

Planned Solutions sold out of PPL Corp (PPL) in Q4 2024, closing a stake of 381 shares — an estimated $12.6K sold.

Planned Solutions first reported a position in PPL in Q3 2020 and held it in 4 quarters. The position peaked at $12.6K in Q3 2024. 865 funds tracked by Wall St. Rank hold PPL as of Q4 2024.

  • Planned Solutions reported no remaining PPL Corp position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 381 PPL Corp shares in Q4 2024, an estimated $12.6K.
  • Planned Solutions first reported a position in PPL Corp in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's PPL Corp position peaked at $12.6K in Q3 2024.
  • 865 funds tracked by Wall St. Rank held PPL Corp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.