WAOTB
PPL

Wealth Advisors of Tampa Bay’s PPL Corp PPL Stock Holding History

Wealth Advisors of Tampa Bay’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
2022
Q3 		– Sell
-222,414
Closed -$6.03M – 89
2022
Q2 		$6.03M Buy
222,414
+300
+0.1% +$8.61K 1.86% 24
2022
Q1 		$6.34M Buy
222,114
+21,438
+11% +$605K 1.72% 25
2021
Q4 		$6.03M Buy
200,676
+103,768
+107% +$2.99M 1.48% 29
2021
Q3 		$2.7M Sell
96,908
-671
-0.7% -$19.4K 1.49% 34
2021
Q2 		$2.73M Buy
97,579
+4,923
+5% +$142K 1.52% 31
2021
Q1 		$2.67M Buy
92,656
+4,833
+6% +$135K 1.58% 27
2020
Q4 		$2.48M Sell
87,823
-12,149
-12% -$345K 1.73% 26
2020
Q3 		$2.72M Sell
99,972
-2,643
-3% -$71.3K 2.02% 18
2020
Q2 		$2.65M Buy
102,615
+9,740
+10% +$253K 2.21% 16
2020
Q1 		$2.29M Sell
92,875
-248
-0.3% -$7.99K 2.57% 13
2019
Q4 		$3.34M Sell
93,123
-1,110
-1% -$37.2K 3.08% 10
2019
Q3 		$2.97M Sell
94,233
-15,463
-14% -$467K 2.46% 12
2019
Q2 		$3.4M Sell
109,696
-29,728
-21% -$922K 2.47% 13
2019
Q1 		$4.42M Sell
139,424
-5,892
-4% -$183K 3.21% 6
2018
Q4 		$4.12M Sell
145,316
-4,423
-3% -$134K 3.35% 7
2018
Q3 		$4.38M Buy
149,739
+3,130
+2% +$91.5K 3.07% 7
2018
Q2 		$4.21M Buy
146,609
+30,804
+27% +$853K 3.21% 8
2018
Q1 		$3.27M Buy
+115,805
New +$3.45M 2.37% 20

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Wealth Advisors of Tampa Bay's PPL Position: Q3 2022 in Review

Wealth Advisors of Tampa Bay sold out of PPL Corp (PPL) in Q3 2022, closing a stake of 222,414 shares — an estimated $6.03M sold.

Wealth Advisors of Tampa Bay first reported a position in PPL in Q1 2018 and held it in 18 quarters. The position peaked at $6.34M in Q1 2022. 754 funds tracked by Wall St. Rank hold PPL as of Q3 2022.

  • Wealth Advisors of Tampa Bay reported no remaining PPL Corp position as of Q3 2022 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 222,414 PPL Corp shares in Q3 2022, an estimated $6.03M.
  • Wealth Advisors of Tampa Bay first reported a position in PPL Corp in Q1 2018 and held it in 18 quarters.
  • Wealth Advisors of Tampa Bay's PPL Corp position peaked at $6.34M in Q1 2022.
  • 754 funds tracked by Wall St. Rank held PPL Corp as of Q3 2022.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2022, filed 12 Oct 2022.