SWS
PPL

SYSTM Wealth Solutions’s PPL Corp PPL Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-562
Closed -$15.5K – 892
2024
Q1 		$15.5K Sell
562
-358
-39% -$9.53K ﹤0.01% 727
2023
Q4 		$25K Buy
+920
New +$23.3K ﹤0.01% 692

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SYSTM Wealth Solutions's PPL Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of PPL Corp (PPL) in Q2 2024, closing a stake of 562 shares — an estimated $15.5K sold.

SYSTM Wealth Solutions first reported a position in PPL in Q4 2023 and held it in 2 quarters. The position peaked at $25K in Q4 2023. 794 funds tracked by Wall St. Rank hold PPL as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining PPL Corp position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 562 PPL Corp shares in Q2 2024, an estimated $15.5K.
  • SYSTM Wealth Solutions first reported a position in PPL Corp in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's PPL Corp position peaked at $25K in Q4 2023.
  • 794 funds tracked by Wall St. Rank held PPL Corp as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.