TPWA
PPL

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return