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SeaCrest Wealth Management’s PPL Corp PPL Stock Holding History

SeaCrest Wealth 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
2024
Q1 		– Sell
-13,838
Closed -$384K – 652
2023
Q4 		$384K Sell
13,838
-2,089
-13% -$53K 0.05% 374
2023
Q3 		$375K Sell
15,927
-1,845
-10% -$47.7K 0.05% 384
2023
Q2 		$470K Sell
17,772
-1,015
-5% -$28K 0.06% 338
2023
Q1 		$522K Sell
18,787
-888
-5% -$25.1K 0.07% 311
2022
Q4 		$575K Sell
19,675
-1,960
-9% -$53.9K 0.08% 283
2022
Q3 		$548K Sell
21,635
-9,048
-29% -$259K 0.08% 274
2022
Q2 		$832K Sell
30,683
-2,192
-7% -$62.9K 0.1% 199
2022
Q1 		$939K Sell
32,875
-172
-0.5% -$4.85K 0.11% 199
2021
Q4 		$993K Sell
33,047
-1,006
-3% -$29K 0.11% 187
2021
Q3 		$949K Buy
34,053
+1,561
+5% +$45K 0.11% 192
2021
Q2 		$909K Buy
32,492
+3,326
+11% +$96.1K 0.11% 204
2021
Q1 		$841K Buy
29,166
+416
+1% +$11.6K 0.11% 203
2020
Q4 		$811K Sell
28,750
-5,388
-16% -$153K 0.11% 196
2020
Q3 		$929K Sell
34,138
-868
-2% -$23.4K 0.15% 151
2020
Q2 		$905K Buy
35,006
+5,351
+18% +$139K 0.16% 142
2020
Q1 		$732K Sell
29,655
-1,970
-6% -$63.5K 0.16% 147
2019
Q4 		$1.14M Sell
31,625
-299
-0.9% -$10K 0.19% 123
2019
Q3 		$1M Buy
31,924
+1,012
+3% +$30.6K 0.19% 136
2019
Q2 		$959K Sell
30,912
-1,092
-3% -$33.9K 0.2% 123
2019
Q1 		$1.02M Buy
32,004
+1,479
+5% +$46K 0.17% 118
2018
Q4 		$865K Buy
30,525
+1,018
+3% +$30.9K 0.18% 121
2018
Q3 		$863K Buy
29,507
+2,047
+7% +$59.8K 0.15% 137
2018
Q2 		$784K Buy
27,460
+310
+1% +$8.58K 0.14% 146
2018
Q1 		$768K Buy
27,150
+5,537
+26% +$165K 0.14% 142
2017
Q4 		$669K Buy
+21,613
New +$776K 0.12% 170

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SeaCrest Wealth Management's PPL Position: Q1 2024 in Review

SeaCrest Wealth Management sold out of PPL Corp (PPL) in Q1 2024, closing a stake of 13,838 shares — an estimated $384K sold.

SeaCrest Wealth Management first reported a position in PPL in Q4 2017 and held it in 25 quarters. The position peaked at $1.14M in Q4 2019. 773 funds tracked by Wall St. Rank hold PPL as of Q1 2024.

  • SeaCrest Wealth Management reported no remaining PPL Corp position as of Q1 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 13,838 PPL Corp shares in Q1 2024, an estimated $384K.
  • SeaCrest Wealth Management first reported a position in PPL Corp in Q4 2017 and held it in 25 quarters.
  • SeaCrest Wealth Management's PPL Corp position peaked at $1.14M in Q4 2019.
  • 773 funds tracked by Wall St. Rank held PPL Corp as of Q1 2024.

Based on SeaCrest Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.