SW
PPL

SteelPeak Wealth’s PPL Corp PPL Stock Holding History

SteelPeak Wealth’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
-17,081
Closed -$488K – 461
2022
Q1 		$488K Buy
17,081
+365
+2% +$10.3K 0.03% 293
2021
Q4 		$502K Sell
16,716
-589
-3% -$17K 0.03% 255
2021
Q3 		$482K Sell
17,305
-980
-5% -$28.3K 0.03% 254
2021
Q2 		$511K Buy
18,285
+1,058
+6% +$30.6K 0.04% 265
2021
Q1 		$497K Buy
17,227
+5,794
+51% +$162K 0.04% 231
2020
Q4 		$322K Sell
11,433
-3,926
-26% -$111K 0.03% 253
2020
Q3 		$418K Buy
15,359
+1,368
+10% +$36.9K 0.05% 188
2020
Q2 		$362K Sell
13,991
-19,093
-58% -$497K 0.05% 189
2020
Q1 		$817K Buy
33,084
+4,300
+15% +$139K 0.13% 115
2019
Q4 		$1.03M Buy
+28,784
New +$965K 0.14% 124

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return