SWM
PPL

Selective Wealth Management’s PPL Corp PPL Stock Holding History

Selective 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
2022
Q4 		– Sell
-100
Closed -$3K – 571
2022
Q3 		$3K Hold
100
– – ﹤0.01% 644
2022
Q2 		$3K Buy
+100
New +$2.87K ﹤0.01% 674
2020
Q2 		– Sell
-1,629
Closed -$40K – 428
2020
Q1 		$40K Hold
1,629
– – 0.06% 73
2019
Q4 		$58K Hold
1,629
– – 0.07% 71
2019
Q3 		$51K Buy
+1,629
New +$49.2K 0.07% 77
2018
Q3 		$48K Buy
+1,629
New +$47.6K 0.57% 36

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 $3.37T AUM 44.26% 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

Selective Wealth Management's PPL Position: Q4 2022 in Review

Selective Wealth Management sold out of PPL Corp (PPL) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in PPL in Q3 2018 and held it in 6 quarters. The position peaked at $58K in Q4 2019. 808 funds tracked by Wall St. Rank hold PPL as of Q4 2022.

  • Selective Wealth Management reported no remaining PPL Corp position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 PPL Corp shares in Q4 2022, an estimated $3K.
  • Selective Wealth Management first reported a position in PPL Corp in Q3 2018 and held it in 6 quarters.
  • Selective Wealth Management's PPL Corp position peaked at $58K in Q4 2019.
  • 808 funds tracked by Wall St. Rank held PPL Corp as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.