WAM
PPL

Wealthspire Advisors (Maryland)’s PPL Corp PPL Stock Holding History

Wealthspire Advisors (Maryland)’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
-5,773
Closed -$207K – 492
2019
Q4 		$207K Buy
+5,773
New +$193K 0.01% 465
2019
Q2 		– Sell
-4,589
Closed -$146K – 1650
2019
Q1 		$146K Buy
4,589
+673
+17% +$20.9K 0.01% 523
2018
Q4 		$111K Buy
3,916
+284
+8% +$8.63K 0.01% 573
2018
Q3 		$106K Sell
3,632
-314
-8% -$9.17K 0.01% 662
2018
Q2 		$113K Sell
3,946
-345
-8% -$9.55K 0.01% 658
2018
Q1 		$121K Sell
4,291
-1,404
-25% -$41.8K 0.01% 638
2017
Q4 		$176K Buy
5,695
+1,687
+42% +$60.6K 0.02% 532
2017
Q3 		$152K Buy
4,008
+28
+0.7% +$1.08K 0.02% 565
2017
Q2 		$154K Buy
3,980
+2,401
+152% +$92.9K 0.02% 543
2017
Q1 		$59K Buy
1,579
+659
+72% +$23.6K 0.01% 762
2016
Q4 		$31K Sell
920
-7,012
-88% -$235K ﹤0.01% 900
2016
Q3 		$274K Buy
7,932
+38
+0.5% +$1.37K 0.04% 298
2016
Q2 		$298K Sell
7,894
-3
-0% -$114 0.05% 255
2016
Q1 		$301K Buy
7,897
+8
+0.1% +$284 0.05% 254
2015
Q4 		$269K Buy
+7,889
New +$266K 0.05% 280

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return