WWP
PPL

WR Wealth Planners’s PPL Corp PPL Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-48
Closed -$1.32K – 1200
2024
Q1 		$1.32K Buy
+48
New +$1.28K ﹤0.01% 935
2022
Q3 		– Sell
-158
Closed -$4.29K – 548
2022
Q2 		$4.29K Hold
158
– – ﹤0.01% 353
2022
Q1 		$4.51K Buy
+158
New +$4.46K ﹤0.01% 366

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

WR Wealth Planners's PPL Position: Q2 2024 in Review

WR Wealth Planners sold out of PPL Corp (PPL) in Q2 2024, closing a stake of 48 shares — an estimated $1.32K sold.

WR Wealth Planners first reported a position in PPL in Q1 2022 and held it in 3 quarters. The position peaked at $4.51K in Q1 2022. 794 funds tracked by Wall St. Rank hold PPL as of Q2 2024.

  • WR Wealth Planners reported no remaining PPL Corp position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 48 PPL Corp shares in Q2 2024, an estimated $1.32K.
  • WR Wealth Planners first reported a position in PPL Corp in Q1 2022 and held it in 3 quarters.
  • WR Wealth Planners's PPL Corp position peaked at $4.51K in Q1 2022.
  • 794 funds tracked by Wall St. Rank held PPL Corp as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.