THWM
PPL

Taylor Hoffman Wealth Management’s PPL Corp PPL Stock Holding History

Taylor Hoffman Wealth Management’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
2020
Q3 		– Sell
-5,600
Closed -$145K – 296
2020
Q2 		$145K Buy
+5,600
New +$146K 0.09% 131
2020
Q1 		– Sell
-5,600
Closed -$201K – 307
2019
Q4 		$201K Hold
5,600
– – 0.13% 122
2019
Q3 		$176K Hold
5,600
– – 0.13% 124
2019
Q2 		$174K Hold
5,600
– – 0.14% 119
2019
Q1 		$178K Hold
5,600
– – 0.13% 118
2018
Q4 		$159K Hold
5,600
– – 0.14% 105
2018
Q3 		$164K Hold
5,600
– – 0.13% 109
2018
Q2 		$160K Sell
5,600
-192
-3% -$5.32K 0.14% 108
2018
Q1 		$164K Hold
5,792
– – 0.15% 108
2017
Q4 		$179K Buy
+5,792
New +$208K 0.17% 103

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return