PWP
PPL icon

Principle Wealth Partners’s PPL Corp PPL Stock Holding History

Principle Wealth Partners’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
2022
Q1 		– Sell
-8,115
Closed -$244K – 327
2021
Q4 		$244K Sell
8,115
-800
-9% -$23.1K 0.03% 287
2021
Q3 		$248K Buy
8,915
+800
+10% +$23.1K 0.03% 277
2021
Q2 		$227K Buy
+8,115
New +$234K 0.03% 295
2020
Q3 		– Sell
-3,205
Closed -$83K – 358
2020
Q2 		$83K Buy
+3,205
New +$83.4K 0.02% 233

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Principle Wealth Partners's PPL Position: Q1 2022 in Review

Principle Wealth Partners sold out of PPL Corp (PPL) in Q1 2022, closing a stake of 8,115 shares — an estimated $244K sold.

Principle Wealth Partners first reported a position in PPL in Q2 2020 and held it in 4 quarters. The position peaked at $248K in Q3 2021. 820 funds tracked by Wall St. Rank hold PPL as of Q1 2022.

  • Principle Wealth Partners reported no remaining PPL Corp position as of Q1 2022 after selling out during the quarter.
  • Principle Wealth Partners sold 8,115 PPL Corp shares in Q1 2022, an estimated $244K.
  • Principle Wealth Partners first reported a position in PPL Corp in Q2 2020 and held it in 4 quarters.
  • Principle Wealth Partners's PPL Corp position peaked at $248K in Q3 2021.
  • 820 funds tracked by Wall St. Rank held PPL Corp as of Q1 2022.

Based on Principle Wealth Partners's 13F filing for Q1 2022, filed 12 May 2022.