Simon Quick Advisors’s PPL Corp PPL Stock Holding History

Simon Quick 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 Q2	–	Sell	-336	Closed	-$10K	–	341
2022 Q1	$10K	Hold	336	–	–	﹤0.01%	303
2021 Q4	$10K	Hold	336	–	–	﹤0.01%	313
2021 Q3	$9K	Hold	336	–	–	﹤0.01%	356
2021 Q2	$9K	Hold	336	–	–	﹤0.01%	383
2021 Q1	$9K	Hold	336	–	–	﹤0.01%	394
2020 Q4	$9K	Buy	+336	New	+$9.54K	﹤0.01%	375
2020 Q1	–	Sell	-207	Closed	-$7K	–	657
2019 Q4	$7K	Buy	+207	New	+$6.94K	﹤0.01%	447
2018 Q1	–	Sell	-16	Closed	-$1K	–	399
2017 Q4	$1K	Buy	+16	New	+$575	﹤0.01%	432
2017 Q2	–	Sell	-1,100	Closed	-$41K	–	353
2017 Q1	$41K	Hold	1,100	–	–	0.02%	170
2016 Q4	$37K	Buy	+1,100	New	+$36.9K	0.03%	171

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Simon Quick Advisors's PPL Position: Q2 2022 in Review

Simon Quick Advisors sold out of PPL Corp (PPL) in Q2 2022, closing a stake of 336 shares — an estimated $10K sold.

Simon Quick Advisors first reported a position in PPL in Q4 2016 and held it in 10 quarters. The position peaked at $41K in Q1 2017. 787 funds tracked by Wall St. Rank hold PPL as of Q2 2022.

Simon Quick Advisors reported no remaining PPL Corp position as of Q2 2022 after selling out during the quarter.
Simon Quick Advisors sold 336 PPL Corp shares in Q2 2022, an estimated $10K.
Simon Quick Advisors first reported a position in PPL Corp in Q4 2016 and held it in 10 quarters.
Simon Quick Advisors's PPL Corp position peaked at $41K in Q1 2017.
787 funds tracked by Wall St. Rank held PPL Corp as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.