RFA
PPL

Register Financial Advisors’s PPL Corp PPL Stock Holding History

Register Financial 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
-375
Closed -$8.84K – 538
2023
Q3 		$8.84K Hold
375
– – 0.01% 425
2023
Q2 		$9.92K Sell
375
-418
-53% -$11.5K 0.01% 407
2023
Q1 		$22.1K Buy
793
+3
+0.4% +$85 0.02% 324
2022
Q4 		$23.1K Buy
+790
New +$21.7K 0.01% 499

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Register Financial Advisors's PPL Position: Q4 2023 in Review

Register Financial Advisors sold out of PPL Corp (PPL) in Q4 2023, closing a stake of 375 shares — an estimated $8.84K sold.

Register Financial Advisors first reported a position in PPL in Q4 2022 and held it in 4 quarters. The position peaked at $23.1K in Q4 2022. 773 funds tracked by Wall St. Rank hold PPL as of Q4 2023.

  • Register Financial Advisors reported no remaining PPL Corp position as of Q4 2023 after selling out during the quarter.
  • Register Financial Advisors sold 375 PPL Corp shares in Q4 2023, an estimated $8.84K.
  • Register Financial Advisors first reported a position in PPL Corp in Q4 2022 and held it in 4 quarters.
  • Register Financial Advisors's PPL Corp position peaked at $23.1K in Q4 2022.
  • 773 funds tracked by Wall St. Rank held PPL Corp as of Q4 2023.

Based on Register Financial Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.