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Defined Wealth Management’s PPG Industries PPG Stock Holding History

Defined 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
2023
Q2 		– Sell
-1,965
Closed -$262K – 101
2023
Q1 		$262K Hold
1,965
– – 0.25% 88
2022
Q4 		$247K Hold
1,965
– – 0.23% 94
2022
Q3 		$218K Hold
1,965
– – 0.24% 86
2022
Q2 		$225K Hold
1,965
– – 0.23% 87
2022
Q1 		$258K Hold
1,965
– – 0.23% 87
2021
Q4 		$339K Hold
1,965
– – 0.28% 77
2021
Q3 		$281K Hold
1,965
– – 0.25% 81
2021
Q2 		$334K Hold
1,965
– – 0.3% 73
2021
Q1 		$295K Hold
1,965
– – 0.28% 74
2020
Q4 		$283K Buy
+1,965
New +$274K 0.28% 71

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
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

Defined Wealth Management's PPG Position: Q2 2023 in Review

Defined Wealth Management sold out of PPG Industries (PPG) in Q2 2023, closing a stake of 1,965 shares — an estimated $262K sold.

Defined Wealth Management first reported a position in PPG in Q4 2020 and held it in 10 quarters. The position peaked at $339K in Q4 2021. 1,054 funds tracked by Wall St. Rank hold PPG as of Q2 2023.

  • Defined Wealth Management reported no remaining PPG Industries position as of Q2 2023 after selling out during the quarter.
  • Defined Wealth Management sold 1,965 PPG Industries shares in Q2 2023, an estimated $262K.
  • Defined Wealth Management first reported a position in PPG Industries in Q4 2020 and held it in 10 quarters.
  • Defined Wealth Management's PPG Industries position peaked at $339K in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held PPG Industries as of Q2 2023.

Based on Defined Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.