Prime Capital Investment Advisors’s PPL Corp PPL Stock Holding History

Prime Capital Investment 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
2023 Q4	–	Sell	-10,535	Closed	-$248K	–	980
2023 Q3	$248K	Buy	10,535 +44	+0.4%	+$1.14K	0.01%	638
2023 Q2	$278K	Buy	10,491 +1,988	+23%	+$54.8K	0.01%	627
2023 Q1	$236K	Sell	8,503 -5,296	-38%	-$150K	0.01%	477
2022 Q4	$403K	Buy	+13,799	New	+$379K	0.02%	366
2021 Q3	–	Sell	-131,383	Closed	-$3.67M	–	370
2021 Q2	$3.67M	Buy	131,383 +28,373	+28%	+$820K	0.21%	98
2021 Q1	$2.97M	Sell	103,010 -36,147	-26%	-$1.01M	0.21%	97
2020 Q4	$3.92M	Buy	139,157 +3,243	+2%	+$92.1K	0.3%	63
2020 Q3	$3.7M	Buy	+135,914	New	+$3.66M	0.31%	58
2019 Q1	–	Sell	-248	Closed	-$7K	–	426
2018 Q4	$7K	Buy	+248	New	+$7.53K	﹤0.01%	296
2018 Q3	–	Sell	-53	Closed	-$2K	–	331
2018 Q2	$2K	Buy	+53	New	+$1.47K	﹤0.01%	327

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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

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

Prime Capital Investment Advisors's PPL Position: Q4 2023 in Review

Prime Capital Investment Advisors sold out of PPL Corp (PPL) in Q4 2023, closing a stake of 10,535 shares — an estimated $248K sold.

Prime Capital Investment Advisors first reported a position in PPL in Q2 2018 and held it in 10 quarters. The position peaked at $3.92M in Q4 2020. 774 funds tracked by Wall St. Rank hold PPL as of Q4 2023.

Prime Capital Investment Advisors reported no remaining PPL Corp position as of Q4 2023 after selling out during the quarter.
Prime Capital Investment Advisors sold 10,535 PPL Corp shares in Q4 2023, an estimated $248K.
Prime Capital Investment Advisors first reported a position in PPL Corp in Q2 2018 and held it in 10 quarters.
Prime Capital Investment Advisors's PPL Corp position peaked at $3.92M in Q4 2020.
774 funds tracked by Wall St. Rank held PPL Corp as of Q4 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.