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Rockbridge Investment Management’s PPL Corp PPL Stock Holding History

Rockbridge Investment Management’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
2021
Q4 		– Sell
-500
Closed -$14K – 818
2021
Q3 		$14K Hold
500
– – ﹤0.01% 485
2021
Q2 		$14K Buy
+500
New +$14.4K ﹤0.01% 477

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Rockbridge Investment Management's PPL Position: Q4 2021 in Review

Rockbridge Investment Management sold out of PPL Corp (PPL) in Q4 2021, closing a stake of 500 shares — an estimated $14K sold.

Rockbridge Investment Management first reported a position in PPL in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 844 funds tracked by Wall St. Rank hold PPL as of Q4 2021.

  • Rockbridge Investment Management reported no remaining PPL Corp position as of Q4 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 500 PPL Corp shares in Q4 2021, an estimated $14K.
  • Rockbridge Investment Management first reported a position in PPL Corp in Q2 2021 and held it in 2 quarters.
  • Rockbridge Investment Management's PPL Corp position peaked at $14K in Q3 2021.
  • 844 funds tracked by Wall St. Rank held PPL Corp as of Q4 2021.

Based on Rockbridge Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.