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Cherry Tree Wealth Management’s PPG Industries PPG Stock Holding History

Cherry Tree Wealth Management’s Portfolio PPG Stock Details PPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16
Closed -$2.39K – 618
2023
Q4 		$2.39K Hold
16
– – ﹤0.01% 490
2023
Q3 		$2.08K Hold
16
– – ﹤0.01% 480
2023
Q2 		$2.37K Buy
+16
New +$2.23K ﹤0.01% 477

Other funds holding PPG

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cherry Tree Wealth Management's PPG Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of PPG Industries (PPG) in Q1 2024, closing a stake of 16 shares — an estimated $2.39K sold.

Cherry Tree Wealth Management first reported a position in PPG in Q2 2023 and held it in 3 quarters. The position peaked at $2.39K in Q4 2023. 1,123 funds tracked by Wall St. Rank hold PPG as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining PPG Industries position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 16 PPG Industries shares in Q1 2024, an estimated $2.39K.
  • Cherry Tree Wealth Management first reported a position in PPG Industries in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's PPG Industries position peaked at $2.39K in Q4 2023.
  • 1,123 funds tracked by Wall St. Rank held PPG Industries as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.