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Sax Wealth Advisors’s PPL Corp PPL Stock Holding History

Sax Wealth 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
2022
Q4 		– Sell
-13,769
Closed -$349K – 175
2022
Q3 		$349K Sell
13,769
-6,884
-33% -$197K 0.09% 119
2022
Q2 		$560K Sell
20,653
-1,500
-7% -$43.1K 0.14% 93
2022
Q1 		$633K Hold
22,153
– – 0.15% 89
2021
Q4 		$666K Buy
22,153
+550
+3% +$15.9K 0.14% 96
2021
Q3 		$602K Buy
21,603
+4,500
+26% +$130K 0.14% 96
2021
Q2 		$478K Buy
+17,103
New +$494K 0.16% 98

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Sax Wealth Advisors's PPL Position: Q4 2022 in Review

Sax Wealth Advisors sold out of PPL Corp (PPL) in Q4 2022, closing a stake of 13,769 shares — an estimated $349K sold.

Sax Wealth Advisors first reported a position in PPL in Q2 2021 and held it in 6 quarters. The position peaked at $666K in Q4 2021. 808 funds tracked by Wall St. Rank hold PPL as of Q4 2022.

  • Sax Wealth Advisors reported no remaining PPL Corp position as of Q4 2022 after selling out during the quarter.
  • Sax Wealth Advisors sold 13,769 PPL Corp shares in Q4 2022, an estimated $349K.
  • Sax Wealth Advisors first reported a position in PPL Corp in Q2 2021 and held it in 6 quarters.
  • Sax Wealth Advisors's PPL Corp position peaked at $666K in Q4 2021.
  • 808 funds tracked by Wall St. Rank held PPL Corp as of Q4 2022.

Based on Sax Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.