WW
PPL

Westshore Wealth’s PPL Corp PPL Stock Holding History

Westshore 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
2021
Q3 		– Sell
-9,097
Closed -$254K – 129
2021
Q2 		$254K Buy
9,097
+69
+0.8% +$1.99K 0.13% 115
2021
Q1 		$260K Buy
+9,028
New +$253K 0.15% 110
2019
Q4 		$514K Buy
+14,317
New +$480K 0.57% 35

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

Westshore Wealth's PPL Position: Q3 2021 in Review

Westshore Wealth sold out of PPL Corp (PPL) in Q3 2021, closing a stake of 9,097 shares — an estimated $254K sold.

Westshore Wealth first reported a position in PPL in Q4 2019 and held it in 3 quarters. The position peaked at $514K in Q4 2019. 797 funds tracked by Wall St. Rank hold PPL as of Q3 2021.

  • Westshore Wealth reported no remaining PPL Corp position as of Q3 2021 after selling out during the quarter.
  • Westshore Wealth sold 9,097 PPL Corp shares in Q3 2021, an estimated $254K.
  • Westshore Wealth first reported a position in PPL Corp in Q4 2019 and held it in 3 quarters.
  • Westshore Wealth's PPL Corp position peaked at $514K in Q4 2019.
  • 797 funds tracked by Wall St. Rank held PPL Corp as of Q3 2021.

Based on Westshore Wealth's 13F filing for Q3 2021, filed 16 Nov 2021.