PCMC
PPL

Planning Capital Management Corporation’s PPL Corp PPL Stock Holding History

Planning Capital Management Corporation’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
Q3 		$20K Buy
605
+405
+203% +$12.4K 0.01% 294
2024
Q2 		$5.53K Hold
200
– – ﹤0.01% 454
2024
Q1 		$5.51K Sell
200
-325
-62% -$8.65K ﹤0.01% 471
2023
Q4 		$14.2K Buy
+525
New +$13.3K 0.01% 362

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Capital Management Corporation's PPL Position: Q3 2024 in Review

Planning Capital Management Corporation increased its PPL Corp (PPL) stake by 203% in Q3 2024, buying an estimated $12.4K and bringing the position to 605 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #294.

Planning Capital Management Corporation first reported a position in PPL in Q4 2023 and has held it in 4 quarters since. 823 funds tracked by Wall St. Rank hold PPL as of Q3 2024.

  • Planning Capital Management Corporation held 605 shares of PPL Corp worth $20K as of Q3 2024.
  • Planning Capital Management Corporation bought 405 PPL Corp shares in Q3 2024, an estimated $12.4K.
  • PPL Corp made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #294 holding.
  • Planning Capital Management Corporation first reported a position in PPL Corp in Q4 2023 and has held it in 4 quarters since.
  • 823 funds tracked by Wall St. Rank held PPL Corp as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.