TSWM
PPL

Tyler-Stone Wealth Management’s PPL Corp PPL Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-11
Closed -$304 – 776
2024
Q2 		$304 Hold
11
– – ﹤0.01% 945
2024
Q1 		$303 Hold
11
– – ﹤0.01% 930
2023
Q4 		$298 Hold
11
– – ﹤0.01% 912
2023
Q3 		$0 Buy
+11
New +$284 ﹤0.01% 939

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tyler-Stone Wealth Management's PPL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of PPL Corp (PPL) in Q3 2024, closing a stake of 11 shares — an estimated $304 sold.

Tyler-Stone Wealth Management first reported a position in PPL in Q3 2023 and held it in 4 quarters. The position peaked at $304 in Q2 2024. 822 funds tracked by Wall St. Rank hold PPL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining PPL Corp position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 11 PPL Corp shares in Q3 2024, an estimated $304.
  • Tyler-Stone Wealth Management first reported a position in PPL Corp in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's PPL Corp position peaked at $304 in Q2 2024.
  • 822 funds tracked by Wall St. Rank held PPL Corp as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.