PIWA
PPL

Prevail Innovative Wealth Advisors’s PPL Corp PPL Stock Holding History

Prevail Innovative Wealth Advisors’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
Q1 		– Sell
-71,521
Closed -$1.94M – 185
2023
Q4 		$1.94M Buy
71,521
+7,602
+12% +$193K 0.92% 41
2023
Q3 		$1.51M Buy
+63,919
New +$1.65M 0.78% 55

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PPL Position: Q1 2024 in Review

Prevail Innovative Wealth Advisors sold out of PPL Corp (PPL) in Q1 2024, closing a stake of 71,521 shares — an estimated $1.94M sold.

Prevail Innovative Wealth Advisors first reported a position in PPL in Q3 2023 and held it in 2 quarters. The position peaked at $1.94M in Q4 2023. 773 funds tracked by Wall St. Rank hold PPL as of Q1 2024.

  • Prevail Innovative Wealth Advisors reported no remaining PPL Corp position as of Q1 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 71,521 PPL Corp shares in Q1 2024, an estimated $1.94M.
  • Prevail Innovative Wealth Advisors first reported a position in PPL Corp in Q3 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's PPL Corp position peaked at $1.94M in Q4 2023.
  • 773 funds tracked by Wall St. Rank held PPL Corp as of Q1 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.