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Safeguard Investment Advisory Group’s PPL Corp PPL Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-135
Closed -$3K – 537
2020
Q4 		$3K Buy
+135
New +$3.83K ﹤0.01% 597

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Safeguard Investment Advisory Group's PPL Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of PPL Corp (PPL) in Q1 2021, closing a stake of 135 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in PPL in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 804 funds tracked by Wall St. Rank hold PPL as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining PPL Corp position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 135 PPL Corp shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in PPL Corp in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's PPL Corp position peaked at $3K in Q4 2020.
  • 804 funds tracked by Wall St. Rank held PPL Corp as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.