WQ
PPL

Wealth Quarterback’s PPL Corp PPL Stock Holding History

Wealth Quarterback’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
Q3 		$147K Buy
10,780
+4,854
+82% +$140K 0.1% 134
2021
Q2 		$167K Buy
+5,926
New +$171K 0.1% 128
2020
Q4 		– Sell
-22,851
Closed -$590K – 121
2020
Q3 		$590K Hold
22,851
– – 0.54% 52
2020
Q2 		$590K Buy
22,851
+4,052
+22% +$105K 0.54% 52
2020
Q1 		$470K Sell
18,799
-65,288
-78% -$2.1M 0.43% 53
2019
Q4 		$550K Buy
+84,087
New +$2.82M 0.48% 50

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wealth Quarterback's PPL Position: Q3 2021 in Review

Wealth Quarterback increased its PPL Corp (PPL) stake by 82% in Q3 2021, buying an estimated $140K and bringing the position to 10,780 shares worth $147K. The position accounts for 0.1% of the portfolio, ranked #134.

Wealth Quarterback first reported a position in PPL in Q4 2019 and has held it in 6 quarters since. The position peaked at $590K in Q3 2020. 797 funds tracked by Wall St. Rank hold PPL as of Q3 2021.

  • Wealth Quarterback held 10,780 shares of PPL Corp worth $147K as of Q3 2021.
  • Wealth Quarterback bought 4,854 PPL Corp shares in Q3 2021, an estimated $140K.
  • PPL Corp made up 0.1% of Wealth Quarterback's portfolio in Q3 2021, its #134 holding.
  • Wealth Quarterback first reported a position in PPL Corp in Q4 2019 and has held it in 6 quarters since.
  • Wealth Quarterback's PPL Corp position peaked at $590K in Q3 2020.
  • 797 funds tracked by Wall St. Rank held PPL Corp as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.