TSWM
PPL

Triangle Securities Wealth Management’s PPL Corp PPL Stock Holding History

Triangle Securities 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
2020
Q2 		– Sell
-10,046
Closed -$248K – 164
2020
Q1 		$248K Sell
10,046
-5,014
-33% -$162K 0.14% 134
2019
Q4 		$540K Sell
15,060
-105
-0.7% -$3.52K 0.23% 110
2019
Q3 		$478K Sell
15,165
-240
-2% -$7.25K 0.23% 113
2019
Q2 		$478K Sell
15,405
-148
-1% -$4.59K 0.24% 103
2019
Q1 		$494K Sell
15,553
-314
-2% -$9.76K 0.26% 97
2018
Q4 		$450K Buy
15,867
+805
+5% +$24.5K 0.27% 96
2018
Q3 		$441K Buy
15,062
+446
+3% +$13K 0.23% 106
2018
Q2 		$417K Buy
+14,616
New +$405K 0.23% 105
2013
Q3 		– Sell
-2,469
Closed -$70K – 313
2013
Q2 		$70K Buy
+2,469
New +$71.3K 0.05% 215

Other funds holding PPL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return