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Curi Wealth Management’s PPG Industries PPG Stock Holding History

Curi 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
2022
Q3 		– Sell
-74
Closed -$8K – 568
2022
Q2 		$8K Buy
74
+1
+1% +$125 ﹤0.01% 408
2022
Q1 		$9K Sell
73
-9
-11% -$1.31K ﹤0.01% 372
2021
Q4 		$14K Buy
+82
New +$13.2K ﹤0.01% 285
2021
Q1 		– Sell
-72
Closed -$10K – 388
2020
Q4 		$10K Buy
+72
New +$10K 0.01% 252

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Curi Wealth Management's PPG Position: Q3 2022 in Review

Curi Wealth Management sold out of PPG Industries (PPG) in Q3 2022, closing a stake of 74 shares — an estimated $8K sold.

Curi Wealth Management first reported a position in PPG in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 923 funds tracked by Wall St. Rank hold PPG as of Q3 2022.

  • Curi Wealth Management reported no remaining PPG Industries position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 74 PPG Industries shares in Q3 2022, an estimated $8K.
  • Curi Wealth Management first reported a position in PPG Industries in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's PPG Industries position peaked at $14K in Q4 2021.
  • 923 funds tracked by Wall St. Rank held PPG Industries as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.