RIA
PPL

Realta Investment Advisors’s PPL Corp PPL Stock Holding History

Realta 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
2024
Q3 		– Sell
-8,249
Closed -$228K – 657
2024
Q2 		$228K Sell
8,249
-1,005
-11% -$28.2K 0.04% 365
2024
Q1 		$255K Buy
9,254
+448
+5% +$11.9K 0.05% 351
2023
Q4 		$239K Sell
8,806
-3,622
-29% -$91.9K 0.05% 368
2023
Q3 		$329K Hold
12,428
– – 0.08% 274
2023
Q2 		$329K Buy
12,428
+867
+7% +$23.9K 0.07% 283
2023
Q1 		$321K Sell
11,561
-328
-3% -$9.29K 0.08% 279
2022
Q4 		$347K Sell
11,889
-974
-8% -$26.8K 0.09% 271
2022
Q3 		$326K Sell
12,863
-77
-0.6% -$2.21K 0.09% 260
2022
Q2 		$359K Sell
12,940
-539
-4% -$15.5K 0.09% 245
2022
Q1 		$385K Sell
13,479
-1,101
-8% -$31.1K 0.08% 259
2021
Q4 		$438K Sell
14,580
-146
-1% -$4.21K 0.1% 240
2021
Q3 		$411K Buy
14,726
+70
+0.5% +$2.02K 0.1% 238
2021
Q2 		$410K Buy
14,656
+141
+1% +$4.07K 0.1% 238
2021
Q1 		$419K Buy
14,515
+2,095
+17% +$58.7K 0.11% 226
2020
Q4 		$350K Buy
+12,420
New +$353K 0.1% 223
2020
Q1 		– Sell
-3,785
Closed -$130K – 1109
2019
Q4 		$130K Sell
3,785
-321
-8% -$10.8K 0.04% 435
2019
Q3 		$130K Sell
4,106
-359
-8% -$10.8K 0.04% 435
2019
Q2 		$139K Buy
4,465
+2,432
+120% +$75.4K 0.04% 411
2019
Q1 		$65K Buy
+2,033
New +$63.2K 0.03% 488

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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