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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Tradition Wealth Management's PPL Position: Q1 2024 in Review

Tradition Wealth Management sold out of PPL Corp (PPL) in Q1 2024, closing a stake of 262 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in PPL in Q3 2021 and held it in 10 quarters. The position peaked at $8K in Q4 2021. 773 funds tracked by Wall St. Rank hold PPL as of Q1 2024.

  • Tradition Wealth Management reported no remaining PPL Corp position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 262 PPL Corp shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in PPL Corp in Q3 2021 and held it in 10 quarters.
  • Tradition Wealth Management's PPL Corp position peaked at $8K in Q4 2021.
  • 773 funds tracked by Wall St. Rank held PPL Corp as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.