WPW
PPL

Waldron Private Wealth’s PPL Corp PPL Stock Holding History

Waldron Private Wealth’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
2020
Q1 		– Sell
-25,302
Closed -$918K – 282
2019
Q4 		$918K Hold
25,302
– – 0.08% 116
2019
Q3 		$804K Buy
+25,302
New +$765K 0.08% 118

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Waldron Private Wealth's PPL Position: Q1 2020 in Review

Waldron Private Wealth sold out of PPL Corp (PPL) in Q1 2020, closing a stake of 25,302 shares — an estimated $918K sold.

Waldron Private Wealth first reported a position in PPL in Q3 2019 and held it in 2 quarters. The position peaked at $918K in Q4 2019. 774 funds tracked by Wall St. Rank hold PPL as of Q1 2020.

  • Waldron Private Wealth reported no remaining PPL Corp position as of Q1 2020 after selling out during the quarter.
  • Waldron Private Wealth sold 25,302 PPL Corp shares in Q1 2020, an estimated $918K.
  • Waldron Private Wealth first reported a position in PPL Corp in Q3 2019 and held it in 2 quarters.
  • Waldron Private Wealth's PPL Corp position peaked at $918K in Q4 2019.
  • 774 funds tracked by Wall St. Rank held PPL Corp as of Q1 2020.

Based on Waldron Private Wealth's 13F filing for Q1 2020, filed 5 May 2020.