WealthSource Partners’s PPL Corp PPL Stock Holding History

WealthSource Partners’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 Q1	–	Sell	-7,233	Closed	-$217K	–	610
2021 Q4	$217K	Sell	7,233 -884	-11%	-$25.5K	0.02%	506
2021 Q3	$226K	Sell	8,117 -925	-10%	-$26.7K	0.02%	460
2021 Q2	$253K	Buy	9,042 +699	+8%	+$20.2K	0.02%	401
2021 Q1	$241K	Buy	8,343 +1,129	+16%	+$31.6K	0.02%	377
2020 Q4	$203K	Sell	7,214 -1,098	-13%	-$31.2K	0.02%	362
2020 Q3	$226K	Buy	+8,312	New	+$224K	0.03%	310

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

WealthSource Partners's PPL Position: Q1 2022 in Review

WealthSource Partners sold out of PPL Corp (PPL) in Q1 2022, closing a stake of 7,233 shares — an estimated $217K sold.

WealthSource Partners first reported a position in PPL in Q3 2020 and held it in 6 quarters. The position peaked at $253K in Q2 2021. 820 funds tracked by Wall St. Rank hold PPL as of Q1 2022.

WealthSource Partners reported no remaining PPL Corp position as of Q1 2022 after selling out during the quarter.
WealthSource Partners sold 7,233 PPL Corp shares in Q1 2022, an estimated $217K.
WealthSource Partners first reported a position in PPL Corp in Q3 2020 and held it in 6 quarters.
WealthSource Partners's PPL Corp position peaked at $253K in Q2 2021.
820 funds tracked by Wall St. Rank held PPL Corp as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.