TRUE Private Wealth Advisors’s PPL Corp PPL Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-1,421	Closed	-$40K	–	581
2020 Q4	$40K	Buy	1,421 +14	+1%	+$397	0.01%	376
2020 Q3	$38K	Buy	1,407 +14	+1%	+$377	0.01%	357
2020 Q2	$36K	Buy	1,393 +15	+1%	+$390	0.01%	351
2020 Q1	$34K	Buy	1,378 +543	+65%	+$17.5K	0.01%	323
2019 Q4	$30K	Buy	+835	New	+$28K	﹤0.01%	430
2019 Q3	–	Sell	-823	Closed	-$25K	–	590
2019 Q2	$25K	Buy	+823	New	+$25.5K	﹤0.01%	431
2018 Q4	–	Sell	-454	Closed	-$13.5K	–	742
2018 Q3	$13.5K	Buy	+454	New	+$13.3K	﹤0.01%	687

Other funds holding PPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

TRUE Private Wealth Advisors's PPL Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of PPL Corp (PPL) in Q1 2021, closing a stake of 1,421 shares — an estimated $40K sold.

TRUE Private Wealth Advisors first reported a position in PPL in Q3 2018 and held it in 7 quarters. The position peaked at $40K in Q4 2020. 804 funds tracked by Wall St. Rank hold PPL as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining PPL Corp position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,421 PPL Corp shares in Q1 2021, an estimated $40K.
TRUE Private Wealth Advisors first reported a position in PPL Corp in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's PPL Corp position peaked at $40K in Q4 2020.
804 funds tracked by Wall St. Rank held PPL Corp as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.