DWA
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Delap Wealth Advisory’s PPG Industries PPG Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-3,464
Closed -$502K – 250
2024
Q1 		$502K Buy
3,464
+2,031
+142% +$289K 0.2% 73
2023
Q4 		$214K Buy
+1,433
New +$194K 0.1% 88

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Delap Wealth Advisory's PPG Position: Q2 2024 in Review

Delap Wealth Advisory sold out of PPG Industries (PPG) in Q2 2024, closing a stake of 3,464 shares — an estimated $502K sold.

Delap Wealth Advisory first reported a position in PPG in Q4 2023 and held it in 2 quarters. The position peaked at $502K in Q1 2024. 1,075 funds tracked by Wall St. Rank hold PPG as of Q2 2024.

  • Delap Wealth Advisory reported no remaining PPG Industries position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 3,464 PPG Industries shares in Q2 2024, an estimated $502K.
  • Delap Wealth Advisory first reported a position in PPG Industries in Q4 2023 and held it in 2 quarters.
  • Delap Wealth Advisory's PPG Industries position peaked at $502K in Q1 2024.
  • 1,075 funds tracked by Wall St. Rank held PPG Industries as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.