TAIM
PPL

TD Ameritrade Investment Management’s PPL Corp PPL Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-623
Closed -$16K – 358
2023
Q2 		$16K Sell
623
-206
-25% -$5.68K ﹤0.01% 308
2023
Q1 		$23K Sell
829
-246
-23% -$6.97K ﹤0.01% 292
2022
Q4 		$31K Buy
1,075
+356
+50% +$9.79K ﹤0.01% 287
2022
Q3 		$18K Sell
719
-912
-56% -$26.1K ﹤0.01% 339
2022
Q2 		$44K Buy
+1,631
New +$46.8K ﹤0.01% 312
2021
Q4 		– Sell
-12,706
Closed -$346K – 691
2021
Q3 		$346K Buy
+12,706
New +$367K ﹤0.01% 181
2021
Q2 		– Sell
-1,142
Closed -$32K – 665
2021
Q1 		$32K Hold
1,142
– – ﹤0.01% 367
2020
Q4 		$32K Sell
1,142
-11,564
-91% -$328K ﹤0.01% 367
2020
Q3 		$346K Sell
12,706
-4,611
-27% -$124K ﹤0.01% 181
2020
Q2 		$447K Sell
17,317
-1,118
-6% -$29.1K ﹤0.01% 166
2020
Q1 		$455K Sell
18,435
-1,941
-10% -$62.5K ﹤0.01% 160
2019
Q4 		$731K Buy
20,376
+1,203
+6% +$40.3K 0.01% 150
2019
Q3 		$604K Buy
19,173
+3,522
+23% +$106K ﹤0.01% 153
2019
Q2 		$485K Buy
15,651
+2,973
+23% +$92.2K ﹤0.01% 154
2019
Q1 		$402K Buy
12,678
+3,792
+43% +$118K ﹤0.01% 146
2018
Q4 		$252K Buy
8,886
+3,451
+63% +$105K ﹤0.01% 144
2018
Q3 		$159K Buy
5,435
+4,466
+461% +$130K ﹤0.01% 152
2018
Q2 		$28K Buy
+969
New +$26.8K ﹤0.01% 171

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

TD Ameritrade Investment Management's PPL Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of PPL Corp (PPL) in Q3 2023, closing a stake of 623 shares — an estimated $16K sold.

TD Ameritrade Investment Management first reported a position in PPL in Q2 2018 and held it in 18 quarters. The position peaked at $731K in Q4 2019. 749 funds tracked by Wall St. Rank hold PPL as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining PPL Corp position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 623 PPL Corp shares in Q3 2023, an estimated $16K.
  • TD Ameritrade Investment Management first reported a position in PPL Corp in Q2 2018 and held it in 18 quarters.
  • TD Ameritrade Investment Management's PPL Corp position peaked at $731K in Q4 2019.
  • 749 funds tracked by Wall St. Rank held PPL Corp as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.