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Sterling Financial Planning’s PPL Corp PPL Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-1,568
Closed -$44K – 312
2021
Q3 		$44K Buy
1,568
+23
+1% +$664 0.03% 192
2021
Q2 		$43K Buy
1,545
+22
+1% +$636 0.03% 178
2021
Q1 		$44K Buy
1,523
+22
+1% +$616 0.03% 160
2020
Q4 		$42K Buy
+1,501
New +$42.6K 0.03% 157

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sterling Financial Planning's PPL Position: Q4 2021 in Review

Sterling Financial Planning sold out of PPL Corp (PPL) in Q4 2021, closing a stake of 1,568 shares — an estimated $44K sold.

Sterling Financial Planning first reported a position in PPL in Q4 2020 and held it in 4 quarters. The position peaked at $44K in Q3 2021. 844 funds tracked by Wall St. Rank hold PPL as of Q4 2021.

  • Sterling Financial Planning reported no remaining PPL Corp position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,568 PPL Corp shares in Q4 2021, an estimated $44K.
  • Sterling Financial Planning first reported a position in PPL Corp in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's PPL Corp position peaked at $44K in Q3 2021.
  • 844 funds tracked by Wall St. Rank held PPL Corp as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.