Point View Wealth Management’s PPL Corp PPL Stock Holding History

Point View 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
2020 Q4	$604K	Sell	21,432 -61	-0.3%	-$1.73K	0.25%	133
2020 Q3	$585K	Sell	21,493 -1,589	-7%	-$42.8K	0.28%	120
2020 Q2	$596K	Sell	23,082 -90	-0.4%	-$2.34K	0.29%	112
2020 Q1	$572K	Buy	23,172 +6	+0%	+$193	0.31%	104
2019 Q4	$831K	Sell	23,166 -7	-0%	-$235	0.34%	99
2019 Q3	$730K	Sell	23,173 -980	-4%	-$29.6K	0.33%	105
2019 Q2	$749K	Buy	24,153 +2,417	+11%	+$74.9K	0.32%	105
2019 Q1	$690K	Buy	21,736 +2,699	+14%	+$83.9K	0.31%	114
2018 Q4	$539K	Buy	19,037 +3,193	+20%	+$97K	0.27%	124
2018 Q3	$464K	Buy	15,844 +4,019	+34%	+$117K	0.21%	153
2018 Q2	$338K	Buy	11,825 +4,620	+64%	+$128K	0.16%	179
2018 Q1	$204K	Buy	+7,205	New	+$215K	0.1%	230

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Point View Wealth Management's PPL Position: Q4 2020 in Review

Point View Wealth Management reduced its PPL Corp (PPL) stake by 0.28% in Q4 2020, selling an estimated $1.73K and leaving 21,432 shares worth $604K. The position accounts for 0.25% of the portfolio, ranked #133.

Point View Wealth Management first reported a position in PPL in Q1 2018 and has held it in 12 quarters since. The position peaked at $831K in Q4 2019. 793 funds tracked by Wall St. Rank hold PPL as of Q4 2020.

Point View Wealth Management held 21,432 shares of PPL Corp worth $604K as of Q4 2020.
Point View Wealth Management sold 61 PPL Corp shares in Q4 2020, an estimated $1.73K.
PPL Corp made up 0.25% of Point View Wealth Management's portfolio in Q4 2020, its #133 holding.
Point View Wealth Management first reported a position in PPL Corp in Q1 2018 and has held it in 12 quarters since.
Point View Wealth Management's PPL Corp position peaked at $831K in Q4 2019.
793 funds tracked by Wall St. Rank held PPL Corp as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.