Sutton Wealth Advisors’s PPL Corp PPL Stock Holding History

Sutton 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
2023 Q3	$2.94K	Buy	125 +6	+5%	+$155	﹤0.01%	663
2023 Q2	$3.15K	Hold	119	–	–	﹤0.01%	636
2023 Q1	$3.31K	Sell	119 -58	-33%	-$1.64K	﹤0.01%	571
2022 Q4	$5.17K	Sell	177 -44	-20%	-$1.21K	﹤0.01%	1092
2022 Q3	$5.6K	Hold	221	–	–	﹤0.01%	1049
2022 Q2	$6K	Hold	221	–	–	﹤0.01%	1035
2022 Q1	$6.31K	Buy	221 +72	+48%	+$2.03K	﹤0.01%	1056
2021 Q4	$4.48K	Hold	149	–	–	﹤0.01%	1087
2021 Q3	$4.15K	Buy	149 +30	+25%	+$866	﹤0.01%	1087
2021 Q2	$3.33K	Hold	119	–	–	﹤0.01%	1101
2021 Q1	$3.43K	Hold	119	–	–	﹤0.01%	1066
2020 Q4	$3.36K	Buy	119 +28	+31%	+$795	﹤0.01%	1040
2020 Q3	$2.48K	Buy	91 +18	+25%	+$485	﹤0.01%	1050
2020 Q2	$1.89K	Sell	73 -98	-57%	-$2.55K	﹤0.01%	1063
2020 Q1	$4.22K	Buy	171 +54	+46%	+$1.74K	﹤0.01%	875
2019 Q4	$4.2K	Hold	117	–	–	﹤0.01%	970
2019 Q3	$3.68K	Hold	117	–	–	﹤0.01%	981
2019 Q2	$3.63K	Sell	117 -11	-9%	-$341	﹤0.01%	972
2019 Q1	$4.06K	Buy	128 +30	+31%	+$933	﹤0.01%	969
2018 Q4	$2.78K	Sell	98 -403	-80%	-$12.2K	﹤0.01%	958
2018 Q3	$14.7K	Hold	501	–	–	0.01%	690
2018 Q2	$14.3K	Hold	501	–	–	0.01%	725
2018 Q1	$14.2K	Hold	501	–	–	0.01%	692
2017 Q4	$15.5K	Hold	501	–	–	0.01%	644
2017 Q3	$19K	Hold	501	–	–	0.01%	566
2017 Q2	$19.4K	Hold	501	–	–	0.02%	540
2017 Q1	$18.7K	Hold	501	–	–	0.02%	537
2016 Q4	$17.1K	Hold	501	–	–	0.02%	543
2016 Q3	$17.3K	Hold	501	–	–	0.02%	503
2016 Q2	$18.9K	Hold	501	–	–	0.02%	457
2016 Q1	$19.1K	Buy	+501	New	+$17.8K	0.02%	448

Other funds holding PPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's PPL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its PPL Corp (PPL) stake by 5% in Q3 2023, buying an estimated $155 and bringing the position to 125 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Sutton Wealth Advisors first reported a position in PPL in Q1 2016 and has held it in 31 quarters since. The position peaked at $19.4K in Q2 2017. 749 funds tracked by Wall St. Rank hold PPL as of Q3 2023.

Sutton Wealth Advisors held 125 shares of PPL Corp worth $2.94K as of Q3 2023.
Sutton Wealth Advisors bought 6 PPL Corp shares in Q3 2023, an estimated $155.
PPL Corp made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #663 holding.
Sutton Wealth Advisors first reported a position in PPL Corp in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's PPL Corp position peaked at $19.4K in Q2 2017.
749 funds tracked by Wall St. Rank held PPL Corp as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.