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SOA Wealth Advisors’s PPL Corp PPL Stock Holding History

SOA 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
Q3 		– Sell
-8
Closed – – 951
2022
Q2 		$0 Hold
8
– – ﹤0.01% 981
2022
Q1 		$0 Hold
8
– – ﹤0.01% 984
2021
Q4 		$0 Hold
8
– – ﹤0.01% 961
2021
Q3 		$0 Sell
8
-1
-11% -$29 ﹤0.01% 970
2021
Q2 		$0 Buy
9
+7
+350% +$202 ﹤0.01% 950
2021
Q1 		$0 Buy
+2
New +$56 ﹤0.01% 902

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

SOA Wealth Advisors's PPL Position: Q3 2022 in Review

SOA Wealth Advisors sold out of PPL Corp (PPL) in Q3 2022, closing a stake of 8 shares.

SOA Wealth Advisors first reported a position in PPL in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q2 2022. 754 funds tracked by Wall St. Rank hold PPL as of Q3 2022.

  • SOA Wealth Advisors reported no remaining PPL Corp position as of Q3 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 8 PPL Corp shares in Q3 2022.
  • SOA Wealth Advisors first reported a position in PPL Corp in Q1 2021 and held it in 6 quarters.
  • SOA Wealth Advisors's PPL Corp position peaked at $0 in Q2 2022.
  • 754 funds tracked by Wall St. Rank held PPL Corp as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.