SWS Partners’s PPL Corp PPL Stock Holding History

SWS Partners’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
2024 Q3	–	Sell	-164	Closed	-$4.53K	–	246
2024 Q2	$4.53K	Buy	+164	New	+$4.6K	﹤0.01%	295

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SWS Partners's PPL Position: Q3 2024 in Review

SWS Partners sold out of PPL Corp (PPL) in Q3 2024, closing a stake of 164 shares — an estimated $4.53K sold.

SWS Partners first reported a position in PPL in Q2 2024 and held it in 1 quarter. The position peaked at $4.53K in Q2 2024. 822 funds tracked by Wall St. Rank hold PPL as of Q3 2024.

SWS Partners reported no remaining PPL Corp position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 164 PPL Corp shares in Q3 2024, an estimated $4.53K.
SWS Partners first reported a position in PPL Corp in Q2 2024 and held it in 1 quarter.
SWS Partners's PPL Corp position peaked at $4.53K in Q2 2024.
822 funds tracked by Wall St. Rank held PPL Corp as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.