TWM
PPL

Tradition Wealth Management’s PPL Corp PPL Stock Holding History

Tradition 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
2024
Q1 		– Sell
-262
Closed -$7K – 975
2023
Q4 		$7K Buy
262
+8
+3% +$203 ﹤0.01% 1076
2023
Q3 		$6K Sell
254
-3
-1% -$78 ﹤0.01% 1137
2023
Q2 		$7K Buy
257
+7
+3% +$193 ﹤0.01% 1128
2023
Q1 		$7K Hold
250
– – ﹤0.01% 1084
2022
Q4 		$7K Hold
250
– – ﹤0.01% 983
2022
Q3 		$6K Hold
250
– – ﹤0.01% 1041
2022
Q2 		$7K Hold
250
– – ﹤0.01% 902
2022
Q1 		$7K Hold
250
– – ﹤0.01% 974
2021
Q4 		$8K Hold
250
– – ﹤0.01% 967
2021
Q3 		$7K Buy
+250
New +$7.21K ﹤0.01% 980

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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