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CWS Financial Advisors’s PPG Industries PPG Stock Holding History

CWS Financial Advisors’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
2023
Q1 		– Sell
-1,522
Closed -$229K – 156
2022
Q4 		$229K Buy
+1,522
New +$186K 0.1% 126
2022
Q2 		– Sell
-1,561
Closed -$205K – 172
2022
Q1 		$205K Sell
1,561
-3
-0.2% -$436 0.08% 146
2021
Q4 		$270K Buy
+1,564
New +$251K 0.1% 127
2021
Q2 		$266K Buy
1,568
+46
+3% +$7.89K 0.11% 122
2021
Q1 		$229K Buy
1,522
+30
+2% +$4.3K 0.1% 126
2020
Q4 		$215K Buy
+1,492
New +$208K 0.13% 125

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

CWS Financial Advisors's PPG Position: Q1 2023 in Review

CWS Financial Advisors sold out of PPG Industries (PPG) in Q1 2023, closing a stake of 1,522 shares — an estimated $229K sold.

CWS Financial Advisors first reported a position in PPG in Q4 2020 and held it in 6 quarters. The position peaked at $270K in Q4 2021. 980 funds tracked by Wall St. Rank hold PPG as of Q1 2023.

  • CWS Financial Advisors reported no remaining PPG Industries position as of Q1 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 1,522 PPG Industries shares in Q1 2023, an estimated $229K.
  • CWS Financial Advisors first reported a position in PPG Industries in Q4 2020 and held it in 6 quarters.
  • CWS Financial Advisors's PPG Industries position peaked at $270K in Q4 2021.
  • 980 funds tracked by Wall St. Rank held PPG Industries as of Q1 2023.

Based on CWS Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.