TWP
PPL

TFO Wealth Partners’s PPL Corp PPL Stock Holding History

TFO Wealth 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
Q2 		– Sell
-1
Closed -$28 – 589
2024
Q1 		$28 Hold
1
– – ﹤0.01% 756
2023
Q4 		$27 Hold
1
– – ﹤0.01% 902
2023
Q3 		$26 Hold
1
– – ﹤0.01% 1079
2023
Q2 		$26 Hold
1
– – ﹤0.01% 802
2023
Q1 		$28 Sell
1
-21
-95% -$595 ﹤0.01% 782
2022
Q4 		$358 Buy
+22
New +$605 ﹤0.01% 534
2022
Q3 		– Sell
-28
Closed -$1K – 404
2022
Q2 		$1K Buy
+28
New +$804 ﹤0.01% 452

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

TFO Wealth Partners's PPL Position: Q2 2024 in Review

TFO Wealth Partners sold out of PPL Corp (PPL) in Q2 2024, closing a stake of 1 share — an estimated $28 sold.

TFO Wealth Partners first reported a position in PPL in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 794 funds tracked by Wall St. Rank hold PPL as of Q2 2024.

  • TFO Wealth Partners reported no remaining PPL Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 PPL Corp share in Q2 2024, an estimated $28.
  • TFO Wealth Partners first reported a position in PPL Corp in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's PPL Corp position peaked at $1K in Q2 2022.
  • 794 funds tracked by Wall St. Rank held PPL Corp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.