RWMG
PPL

Redwood Wealth Management Group’s PPL Corp PPL Stock Holding History

Redwood Wealth Management Group’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
-1,054
Closed -$29.1K – 845
2024
Q2 		$29.1K Buy
+1,054
New +$29.6K 0.02% 387
2023
Q2 		– Sell
-11,338
Closed -$315K – 158
2023
Q1 		$315K Buy
11,338
+4,110
+57% +$116K 0.36% 83
2022
Q4 		$211K Buy
+7,228
New +$199K 0.26% 106

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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

Redwood Wealth Management Group's PPL Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of PPL Corp (PPL) in Q3 2024, closing a stake of 1,054 shares — an estimated $29.1K sold.

Redwood Wealth Management Group first reported a position in PPL in Q4 2022 and held it in 3 quarters. The position peaked at $315K in Q1 2023. 822 funds tracked by Wall St. Rank hold PPL as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining PPL Corp position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,054 PPL Corp shares in Q3 2024, an estimated $29.1K.
  • Redwood Wealth Management Group first reported a position in PPL Corp in Q4 2022 and held it in 3 quarters.
  • Redwood Wealth Management Group's PPL Corp position peaked at $315K in Q1 2023.
  • 822 funds tracked by Wall St. Rank held PPL Corp as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.