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PPL

Teamwork Financial Advisors’s PPL Corp PPL Stock Holding History

Teamwork Financial 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
2022
Q3 		– Sell
-8,054
Closed -$219K – 224
2022
Q2 		$219K Sell
8,054
-2,478
-24% -$71.1K 0.05% 198
2022
Q1 		$301K Sell
10,532
-1,296
-11% -$36.6K 0.06% 207
2021
Q4 		$356K Sell
11,828
-33
-0.3% -$952 0.07% 218
2021
Q3 		$331K Buy
11,861
+259
+2% +$7.47K 0.07% 200
2021
Q2 		$325K Buy
+11,602
New +$335K 0.07% 188
2020
Q2 		– Sell
-8,135
Closed -$201K – 201
2020
Q1 		$201K Sell
8,135
-1,594
-16% -$51.4K 0.12% 108
2019
Q4 		$349K Buy
+9,729
New +$326K 0.21% 86

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Teamwork Financial Advisors's PPL Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of PPL Corp (PPL) in Q3 2022, closing a stake of 8,054 shares — an estimated $219K sold.

Teamwork Financial Advisors first reported a position in PPL in Q4 2019 and held it in 7 quarters. The position peaked at $356K in Q4 2021. 754 funds tracked by Wall St. Rank hold PPL as of Q3 2022.

  • Teamwork Financial Advisors reported no remaining PPL Corp position as of Q3 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 8,054 PPL Corp shares in Q3 2022, an estimated $219K.
  • Teamwork Financial Advisors first reported a position in PPL Corp in Q4 2019 and held it in 7 quarters.
  • Teamwork Financial Advisors's PPL Corp position peaked at $356K in Q4 2021.
  • 754 funds tracked by Wall St. Rank held PPL Corp as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.