RFS
PPL

Retirement Financial Solutions’s PPL Corp PPL Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-566
Closed -$16.5K – 191
2022
Q4 		$16.5K Buy
+566
New +$15.6K 0.01% 108

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Retirement Financial Solutions's PPL Position: Q1 2023 in Review

Retirement Financial Solutions sold out of PPL Corp (PPL) in Q1 2023, closing a stake of 566 shares — an estimated $16.5K sold.

Retirement Financial Solutions first reported a position in PPL in Q4 2022 and held it in 1 quarter. The position peaked at $16.5K in Q4 2022. 801 funds tracked by Wall St. Rank hold PPL as of Q1 2023.

  • Retirement Financial Solutions reported no remaining PPL Corp position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 566 PPL Corp shares in Q1 2023, an estimated $16.5K.
  • Retirement Financial Solutions first reported a position in PPL Corp in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's PPL Corp position peaked at $16.5K in Q4 2022.
  • 801 funds tracked by Wall St. Rank held PPL Corp as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.