U.S. Capital Wealth Advisors’s PPL Corp PPL Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-368	Closed	-$10.8K	–	1292
2022 Q4	$10.8K	Buy	+368	New	+$10.1K	﹤0.01%	1254
2022 Q3	–	Sell	-71,045	Closed	-$1.93M	–	669
2022 Q2	$1.93M	Sell	71,045 -200	-0.3%	-$5.74K	0.08%	223
2022 Q1	$2.04M	Sell	71,245 -497	-0.7%	-$14K	0.07%	247
2021 Q4	$2.16M	Sell	71,742 -1,724	-2%	-$49.7K	0.09%	239
2021 Q3	$2.05M	Buy	+73,466	New	+$2.12M	0.09%	239

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's PPL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of PPL Corp (PPL) in Q1 2023, closing a stake of 368 shares — an estimated $10.8K sold.

U.S. Capital Wealth Advisors first reported a position in PPL in Q3 2021 and held it in 5 quarters. The position peaked at $2.16M in Q4 2021. 802 funds tracked by Wall St. Rank hold PPL as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining PPL Corp position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 368 PPL Corp shares in Q1 2023, an estimated $10.8K.
U.S. Capital Wealth Advisors first reported a position in PPL Corp in Q3 2021 and held it in 5 quarters.
U.S. Capital Wealth Advisors's PPL Corp position peaked at $2.16M in Q4 2021.
802 funds tracked by Wall St. Rank held PPL Corp as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.