Trifecta Capital Advisors’s PPL Corp PPL Stock Holding History

Trifecta Capital 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
2023 Q4	–	Sell	-27	Closed	-$637	–	454
2023 Q3	$637	Buy	+27	New	+$698	﹤0.01%	407

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trifecta Capital Advisors's PPL Position: Q4 2023 in Review

Trifecta Capital Advisors sold out of PPL Corp (PPL) in Q4 2023, closing a stake of 27 shares — an estimated $637 sold.

Trifecta Capital Advisors first reported a position in PPL in Q3 2023 and held it in 1 quarter. The position peaked at $637 in Q3 2023. 773 funds tracked by Wall St. Rank hold PPL as of Q4 2023.

Trifecta Capital Advisors reported no remaining PPL Corp position as of Q4 2023 after selling out during the quarter.
Trifecta Capital Advisors sold 27 PPL Corp shares in Q4 2023, an estimated $637.
Trifecta Capital Advisors first reported a position in PPL Corp in Q3 2023 and held it in 1 quarter.
Trifecta Capital Advisors's PPL Corp position peaked at $637 in Q3 2023.
773 funds tracked by Wall St. Rank held PPL Corp as of Q4 2023.

Based on Trifecta Capital Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.